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 | $70,337 | $177,572-60.4% | $154,803-54.6% | $142,382-50.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.03% | 65.07%-52.0pp | 58.88%-45.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,009 | $4,810-37.4% | $4,305-30.1% | $4,299-30.0% |
| Participant deferral / active EE | $4,398 | $6,272-29.9% | $5,540-20.6% | $6,507-32.4% |
| Admin fee / account holder | $118,806 | $16,786+607.8% | $14,329+729.1% | $12,624+841.1% |