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 | $54,168 | $140,588-61.5% | $123,104-56.0% | $125,391-56.8% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 8.61% | 16.80%-8.2pp | 13.22%-4.6pp | 282.22%-273.6pp |
| Employer contribution / active EE | $1,427 | $6,041-76.4% | $5,151-72.3% | $4,866-70.7% |
| Participant deferral / active EE | $3,742 | $6,980-46.4% | $6,230-39.9% | $5,352-30.1% |
| Admin fee / account holder | $775 | $11,198-93.1% | $9,015-91.4% | $9,540-91.9% |