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 | $69,344 | $105,859-34.5% | $90,160-23.1% | $147,584-53.0% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 13.54% | 37.63%-24.1pp | 34.88%-21.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $4,808 | $4,126+16.5% | $3,318+44.9% | $4,876-1.4% |
| Participant deferral / active EE | $9,021 | $5,733+57.4% | $5,288+70.6% | $5,439+65.9% |
| Admin fee / account holder | $38,721 | $8,046+381.2% | $5,943+551.5% | $10,885+255.7% |