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 | $40,636 | $97,757-58.4% | $83,848-51.5% | $135,375-70.0% |
| Participation rate | 77.3% | 80.0%-2.7pp | 76.1%+1.1pp | 82.6%-5.4pp |
| Annual return | 5.84% | 1287.37%-1281.5pp | 850.88%-845.0pp | 519.73%-513.9pp |
| Employer contribution / active EE | $3,570 | $4,222-15.4% | $3,631-1.7% | $4,779-25.3% |
| Participant deferral / active EE | $3,332 | $4,682-28.8% | $4,082-18.4% | $5,609-40.6% |
| Admin fee / account holder | $514 | $6,674-92.3% | $5,478-90.6% | $10,827-95.2% |