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 | $61,522 | $103,376-40.5% | $87,100-29.4% | $152,861-59.8% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.9%-3.5pp | 82.4%-9.1pp |
| Annual return | 18.50% | 28.10%-9.6pp | 28.19%-9.7pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,583 | $3,220-50.8% | $2,521-37.2% | $4,762-66.8% |
| Participant deferral / active EE | $3,749 | $4,778-21.5% | $4,049-7.4% | $5,850-35.9% |
| Admin fee / account holder | $7,997 | $12,205-34.5% | $7,497+6.7% | $11,596-31.0% |