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 | $77,260 | $127,065-39.2% | $113,168-31.7% | $142,382-45.7% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 16.31% | 24.03%-7.7pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,047 | $3,442-40.5% | $2,975-31.2% | $4,299-52.4% |
| Participant deferral / active EE | $4,597 | $5,716-19.6% | $5,107-10.0% | $6,507-29.4% |
| Admin fee / account holder | $1,596 | $15,736-89.9% | $12,068-86.8% | $12,624-87.4% |