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 | $25,550 | $127,065-79.9% | $113,168-77.4% | $142,382-82.1% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 16.15% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,491 | $3,442-56.7% | $2,975-49.9% | $4,299-65.3% |
| Participant deferral / active EE | $2,983 | $5,716-47.8% | $5,107-41.6% | $6,507-54.2% |
| Admin fee / account holder | $884 | $15,736-94.4% | $12,068-92.7% | $12,624-93.0% |