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 | $52,222 | $103,376-49.5% | $87,100-40.0% | $152,861-65.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 20.55% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,696 | $3,220-47.3% | $2,521-32.7% | $4,762-64.4% |
| Participant deferral / active EE | $5,117 | $4,778+7.1% | $4,049+26.4% | $5,850-12.5% |
| Admin fee / account holder | $19,375 | $12,205+58.7% | $7,497+158.4% | $11,596+67.1% |