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 | $34,640 | $117,841-70.6% | $102,423-66.2% | $145,922-76.3% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 9.19% | 31.65%-22.5pp | 29.32%-20.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,170 | $3,615-12.3% | $3,023+4.8% | $4,660-32.0% |
| Participant deferral / active EE | $6,491 | $5,731+13.3% | $5,053+28.5% | $6,688-2.9% |
| Admin fee / account holder | $37,087 | $13,326+178.3% | $9,451+292.4% | $13,397+176.8% |