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 | $40,444 | $176,812-77.1% | $146,665-72.4% | $167,490-75.9% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 9.25% | 24.03%-14.8pp | 22.74%-13.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,355 | $5,160-73.7% | $4,136-67.2% | $4,837-72.0% |
| Participant deferral / active EE | $2,023 | $6,440-68.6% | $5,506-63.2% | $6,341-68.1% |
| Admin fee / account holder | $927 | $13,259-93.0% | $10,280-91.0% | $12,309-92.5% |