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 | $63,796 | $103,376-38.3% | $87,100-26.8% | $152,861-58.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 13.90% | 28.10%-14.2pp | 28.19%-14.3pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,160 | $3,220-32.9% | $2,521-14.3% | $4,762-54.6% |
| Participant deferral / active EE | $7,778 | $4,778+62.8% | $4,049+92.1% | $5,850+33.0% |
| Admin fee / account holder | $2,684 | $12,205-78.0% | $7,497-64.2% | $11,596-76.9% |