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 | $60,189 | $162,781-63.0% | $133,956-55.1% | $158,922-62.1% |
| Participation rate | 73.7% | 83.2%-9.5pp | 79.8%-6.2pp | 82.0%-8.3pp |
| Annual return | 15.97% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,632 | $4,975-47.1% | $3,919-32.8% | $4,761-44.7% |
| Participant deferral / active EE | $7,110 | $5,911+20.3% | $5,048+40.9% | $5,982+18.9% |
| Admin fee / account holder | $38,588 | $11,736+228.8% | $8,927+332.3% | $11,246+243.1% |