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 | $27,578 | $176,377-84.4% | $134,143-79.4% | $158,922-82.6% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 14.36% | 63.63%-49.3pp | 36.33%-22.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,972 | $5,040-60.9% | $3,704-46.8% | $4,761-58.6% |
| Participant deferral / active EE | $5,279 | $4,091+29.0% | $3,499+50.9% | $5,982-11.8% |
| Admin fee / account holder | $4,277 | $8,718-50.9% | $6,684-36.0% | $11,246-62.0% |