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 | $35,982 | $74,888-52.0% | $71,209-49.5% | $142,382-74.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 38.66% | 345.14%-306.5pp | 282.51%-243.9pp | 217.08%-178.4pp |
| Employer contribution / active EE | $2,296 | $2,854-19.6% | $2,721-15.6% | $4,299-46.6% |
| Participant deferral / active EE | $3,592 | $4,454-19.4% | $4,175-14.0% | $6,507-44.8% |
| Admin fee / account holder | $5,288 | $5,568-5.0% | $5,349-1.1% | $12,624-58.1% |