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 | $47,383 | $165,912-71.4% | $122,332-61.3% | $147,584-67.9% |
| Participation rate | 73.7% | 79.6%-5.9pp | 71.6%+2.1pp | 82.8%-9.1pp |
| Annual return | 13.41% | 34.55%-21.1pp | 30.27%-16.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $947 | $5,754-83.5% | $4,050-76.6% | $4,876-80.6% |
| Participant deferral / active EE | $2,085 | $4,005-47.9% | $3,287-36.6% | $5,439-61.7% |
| Admin fee / account holder | $5,085 | $7,424-31.5% | $5,478-7.2% | $10,885-53.3% |