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 | $83,762 | $118,450-29.3% | $98,439-14.9% | $139,434-39.9% |
| Participation rate | 70.6% | 77.4%-6.8pp | 75.2%-4.6pp | 80.3%-9.7pp |
| Annual return | 15.51% | 18.94%-3.4pp | 21.16%-5.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,605 | $3,609-27.8% | $3,048-14.5% | $4,751-45.2% |
| Participant deferral / active EE | $4,995 | $5,392-7.4% | $4,738+5.4% | $6,710-25.6% |
| Admin fee / account holder | $26,835 | $14,026+91.3% | $8,948+199.9% | $11,403+135.3% |