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 | $47,894 | $228,332-79.0% | $185,823-74.2% | $158,922-69.9% |
| Participation rate | 73.3% | 82.3%-9.0pp | 78.0%-4.7pp | 82.0%-8.6pp |
| Annual return | 8.69% | 40.80%-32.1pp | 35.95%-27.3pp | 302.83%-294.1pp |
| Employer contribution / active EE | $896 | $4,967-82.0% | $4,087-78.1% | $4,761-81.2% |
| Participant deferral / active EE | $1,803 | $6,415-71.9% | $5,632-68.0% | $5,982-69.9% |
| Admin fee / account holder | $6,060 | $11,864-48.9% | $9,500-36.2% | $11,246-46.1% |