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 5-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 | $30,602 | $106,515-71.3% | $96,683-68.3% | $139,434-78.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 22.00% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,324 | $4,103-67.7% | $3,737-64.6% | $4,751-72.1% |
| Participant deferral / active EE | $3,849 | $5,454-29.4% | $4,878-21.1% | $6,710-42.6% |
| Admin fee / account holder | $1,122 | $7,877-85.8% | $6,730-83.3% | $11,403-90.2% |