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 | $42,540 | $197,825-78.5% | $155,790-72.7% | $125,391-66.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | 3.21% | 86.74%-83.5pp | 71.54%-68.3pp | 282.22%-279.0pp |
| Employer contribution / active EE | $1,412 | $4,847-70.9% | $3,836-63.2% | $4,866-71.0% |
| Participant deferral / active EE | $2,950 | $5,630-47.6% | $4,797-38.5% | $5,352-44.9% |
| Admin fee / account holder | $2,283 | $9,545-76.1% | $7,478-69.5% | $9,540-76.1% |