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 | $64,407 | $133,922-51.9% | $116,228-44.6% | $142,382-54.8% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 11.53% | 147.76%-136.2pp | 90.06%-78.5pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,827 | $3,446-47.0% | $2,994-39.0% | $4,299-57.5% |
| Participant deferral / active EE | $5,546 | $5,672-2.2% | $4,953+12.0% | $6,507-14.8% |
| Admin fee / account holder | $15,106 | $14,945+1.1% | $11,989+26.0% | $12,624+19.7% |