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 | $43,290 | $115,882-62.6% | $100,516-56.9% | $158,922-72.8% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 14.02% | 34.79%-20.8pp | 30.89%-16.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,573 | $4,103-12.9% | $3,418+4.5% | $4,761-25.0% |
| Participant deferral / active EE | $7,625 | $6,674+14.2% | $6,270+21.6% | $5,982+27.5% |
| Admin fee / account holder | $3,111 | $10,995-71.7% | $8,081-61.5% | $11,246-72.3% |