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 | $78,668 | $103,376-23.9% | $87,100-9.7% | $152,861-48.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 16.03% | 28.10%-12.1pp | 28.19%-12.2pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,085 | $3,220-66.3% | $2,521-57.0% | $4,762-77.2% |
| Participant deferral / active EE | $3,854 | $4,778-19.3% | $4,049-4.8% | $5,850-34.1% |
| Admin fee / account holder | $15,780 | $12,205+29.3% | $7,497+110.5% | $11,596+36.1% |