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 | $72,484 | $127,065-43.0% | $113,168-35.9% | $142,382-49.1% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 11.64% | 24.03%-12.4pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,364 | $3,442+26.8% | $2,975+46.7% | $4,299+1.5% |
| Participant deferral / active EE | $8,798 | $5,716+53.9% | $5,107+72.3% | $6,507+35.2% |
| Admin fee / account holder | $27,066 | $15,736+72.0% | $12,068+124.3% | $12,624+114.4% |