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 | $83,062 | $103,376-19.7% | $87,100-4.6% | $152,861-45.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 22.27% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,466 | $3,220-54.5% | $2,521-41.8% | $4,762-69.2% |
| Participant deferral / active EE | $4,832 | $4,778+1.1% | $4,049+19.3% | $5,850-17.4% |
| Admin fee / account holder | $17,198 | $12,205+40.9% | $7,497+129.4% | $11,596+48.3% |