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 | $78,167 | $118,680-34.1% | $98,907-21.0% | $158,922-50.8% |
| Participation rate | 73.3% | 77.8%-4.5pp | 76.0%-2.7pp | 82.0%-8.6pp |
| Annual return | 13.37% | 372.35%-359.0pp | 196.43%-183.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $938 | $3,333-71.9% | $2,689-65.1% | $4,761-80.3% |
| Participant deferral / active EE | $3,533 | $5,088-30.6% | $4,244-16.8% | $5,982-40.9% |
| Admin fee / account holder | $3,888 | $10,131-61.6% | $6,642-41.5% | $11,246-65.4% |