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 | $39,762 | $111,754-64.4% | $103,333-61.5% | $145,922-72.8% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 11.28% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,813 | $4,212-57.0% | $3,868-53.1% | $4,660-61.1% |
| Participant deferral / active EE | $3,522 | $5,619-37.3% | $5,057-30.4% | $6,688-47.3% |
| Admin fee / account holder | $52,752 | $9,750+441.0% | $8,355+531.4% | $13,397+293.8% |