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 | $61,321 | $133,922-54.2% | $116,228-47.2% | $142,382-56.9% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 16.45% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,661 | $3,446-51.8% | $2,994-44.5% | $4,299-61.4% |
| Participant deferral / active EE | $3,359 | $5,672-40.8% | $4,953-32.2% | $6,507-48.4% |
| Admin fee / account holder | $3,668 | $14,945-75.5% | $11,989-69.4% | $12,624-70.9% |