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 | $35,418 | $116,175-69.5% | $93,606-62.2% | $152,861-76.8% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 22.39% | 35.96%-13.6pp | 32.76%-10.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,242 | $3,218-61.4% | $2,718-54.3% | $4,762-73.9% |
| Participant deferral / active EE | $1,736 | $4,603-62.3% | $4,069-57.3% | $5,850-70.3% |
| Admin fee / account holder | $383 | $10,748-96.4% | $7,888-95.1% | $11,596-96.7% |