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 | $62,921 | $109,881-42.7% | $150,045-58.1% | $84,808-25.8% |
| Participation rate | 70.4% | 76.1%-5.7pp | 82.3%-12.0pp | 68.3%+2.1pp |
| Annual return | 14.78% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,820 | $3,561-20.8% | $4,693-39.9% | $2,631+7.2% |
| Participant deferral / active EE | $5,851 | $6,636-11.8% | $7,997-26.8% | $4,212+38.9% |
| Admin fee / account holder | $19,715 | $8,568+130.1% | $13,435+46.7% | $7,344+168.5% |