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 | $71,693 | $103,376-30.6% | $87,100-17.7% | $152,861-53.1% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 23.04% | 28.10%-5.1pp | 28.19%-5.2pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,416 | $3,220-25.0% | $2,521-4.2% | $4,762-49.3% |
| Participant deferral / active EE | $3,863 | $4,778-19.1% | $4,049-4.6% | $5,850-34.0% |
| Admin fee / account holder | $1,878 | $12,205-84.6% | $7,497-74.9% | $11,596-83.8% |