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 | $32,848 | $127,777-74.3% | $106,548-69.2% | $167,490-80.4% |
| Participation rate | 72.7% | 78.3%-5.5pp | 76.1%-3.4pp | 82.1%-9.4pp |
| Annual return | 13.12% | 33.87%-20.7pp | 26.80%-13.7pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,212 | $3,427-35.4% | $2,819-21.5% | $4,837-54.3% |
| Participant deferral / active EE | $3,722 | $5,087-26.8% | $4,398-15.4% | $6,341-41.3% |
| Admin fee / account holder | $2,485 | $11,228-77.9% | $7,407-66.5% | $12,309-79.8% |