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 | $64,455 | $103,376-37.7% | $87,100-26.0% | $152,861-57.8% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 21.57% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,092 | $3,220-66.1% | $2,521-56.7% | $4,762-77.1% |
| Participant deferral / active EE | $7,839 | $4,778+64.1% | $4,049+93.6% | $5,850+34.0% |
| Admin fee / account holder | $1,098 | $12,205-91.0% | $7,497-85.4% | $11,596-90.5% |