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 | $60,945 | $111,754-45.5% | $103,333-41.0% | $145,922-58.2% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.74% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,033 | $4,212-51.7% | $3,868-47.4% | $4,660-56.4% |
| Participant deferral / active EE | $5,532 | $5,619-1.5% | $5,057+9.4% | $6,688-17.3% |
| Admin fee / account holder | $1,766 | $9,750-81.9% | $8,355-78.9% | $13,397-86.8% |