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 | $66,257 | $86,286-23.2% | $111,297-40.5% | $85,850-22.8% |
| Participation rate | 73.1% | 73.3%-0.3pp | 77.3%-4.2pp | 69.3%+3.8pp |
| Annual return | 13.40% | 19.99%-6.6pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,620 | $2,043-20.7% | $2,731-40.7% | $2,565-36.9% |
| Participant deferral / active EE | $3,389 | $3,641-6.9% | $4,487-24.5% | $3,952-14.2% |
| Admin fee / account holder | $4,927 | $8,188-39.8% | $7,964-38.1% | $6,260-21.3% |