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 | $55,355 | $157,256-64.8% | $141,162-60.8% | $152,861-63.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 24.38% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,504 | $5,261-33.4% | $4,735-26.0% | $4,762-26.4% |
| Participant deferral / active EE | $10,277 | $7,109+44.5% | $6,709+53.2% | $5,850+75.7% |
| Admin fee / account holder | $35,392 | $12,120+192.0% | $10,261+244.9% | $11,596+205.2% |