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 | $70,071 | $94,752-26.0% | $112,887-37.9% | $139,434-49.7% |
| Participation rate | 71.4% | 81.3%-9.8pp | 80.5%-9.1pp | 80.3%-8.9pp |
| Annual return | 17.37% | 40.88%-23.5pp | 34.10%-16.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $4,156 | $4,625-10.1% | $4,563-8.9% | $4,751-12.5% |
| Participant deferral / active EE | $7,201 | $6,512+10.6% | $6,513+10.6% | $6,710+7.3% |
| Admin fee / account holder | $7,875 | $8,527-7.6% | $7,047+11.8% | $11,403-30.9% |