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 | $30,511 | $116,175-73.7% | $93,606-67.4% | $152,861-80.0% |
| Participation rate | 72.7% | 78.0%-5.3pp | 75.8%-3.1pp | 82.4%-9.7pp |
| Annual return | 23.82% | 35.96%-12.1pp | 32.76%-8.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,246 | $3,218-61.3% | $2,718-54.2% | $4,762-73.8% |
| Participant deferral / active EE | $3,679 | $4,603-20.1% | $4,069-9.6% | $5,850-37.1% |
| Admin fee / account holder | $844 | $10,748-92.1% | $7,888-89.3% | $11,596-92.7% |