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 | $72,679 | $111,754-35.0% | $103,333-29.7% | $145,922-50.2% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 11.00% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,721 | $4,212-59.1% | $3,868-55.5% | $4,660-63.1% |
| Participant deferral / active EE | $2,895 | $5,619-48.5% | $5,057-42.8% | $6,688-56.7% |
| Admin fee / account holder | $7,656 | $9,750-21.5% | $8,355-8.4% | $13,397-42.9% |