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 | $40,169 | $152,587-73.7% | $125,175-67.9% | $152,861-73.7% |
| Participation rate | 79.2% | 83.3%-4.2pp | 79.8%-0.6pp | 82.4%-3.3pp |
| Annual return | 23.75% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,188 | $4,946-55.8% | $3,865-43.4% | $4,762-54.1% |
| Participant deferral / active EE | $4,741 | $5,868-19.2% | $4,937-4.0% | $5,850-19.0% |
| Admin fee / account holder | $1,161 | $13,434-91.4% | $9,702-88.0% | $11,596-90.0% |