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 | $30,110 | $135,952-77.9% | $123,892-75.7% | $273,961-89.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 23.40% | 56.63%-33.2pp | 47.52%-24.1pp | 41.45%-18.1pp |
| Employer contribution / active EE | $1,381 | $5,170-73.3% | $4,617-70.1% | $4,869-71.6% |
| Participant deferral / active EE | $3,498 | $6,343-44.8% | $5,984-41.5% | $5,287-33.8% |
| Admin fee / account holder | $921 | $9,817-90.6% | $8,357-89.0% | $10,132-90.9% |