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 | $41,582 | $149,734-72.2% | $118,925-65.0% | $158,922-73.8% |
| Participation rate | 70.0% | 82.1%-12.1pp | 75.4%-5.4pp | 82.0%-12.0pp |
| Annual return | 25.80% | 19.95%+5.9pp | 35.88%-10.1pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,282 | $4,115-68.9% | $3,263-60.7% | $4,761-73.1% |
| Participant deferral / active EE | $1,727 | $5,223-66.9% | $4,265-59.5% | $5,982-71.1% |
| Admin fee / account holder | $326 | $8,603-96.2% | $6,581-95.0% | $11,246-97.1% |