See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,004 | $102,966-52.4% | $90,281-45.7% | $152,861-67.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 22.56% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,313 | $3,139-58.2% | $2,854-54.0% | $4,762-72.4% |
| Participant deferral / active EE | $3,857 | $4,281-9.9% | $3,885-0.7% | $5,850-34.1% |
| Admin fee / account holder | $513 | $6,171-91.7% | $5,351-90.4% | $11,596-95.6% |