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 | $63,919 | $154,117-58.5% | $129,995-50.8% | $139,434-54.2% |
| Participation rate | 76.9% | 82.0%-5.0pp | 78.5%-1.6pp | 80.3%-3.4pp |
| Annual return | 15.09% | 32.48%-17.4pp | -137.18%+152.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,708 | $5,289-67.7% | $4,320-60.5% | $4,751-64.1% |
| Participant deferral / active EE | $4,522 | $6,710-32.6% | $5,820-22.3% | $6,710-32.6% |
| Admin fee / account holder | $13,156 | $14,007-6.1% | $10,614+23.9% | $11,403+15.4% |