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 | $37,689 | $127,386-70.4% | $115,037-67.2% | $125,391-69.9% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.78% | 31.28%-30.5pp | 26.14%-25.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $9,132 | $5,166+76.8% | $4,608+98.2% | $4,866+87.7% |
| Participant deferral / active EE | $2,872 | $6,423-55.3% | $6,026-52.3% | $5,352-46.3% |
| Admin fee / account holder | $1,230 | $9,516-87.1% | $8,175-85.0% | $9,540-87.1% |