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 | $72,563 | $124,425-41.7% | $112,040-35.2% | $137,256-47.1% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 18.46% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,066 | $3,411-39.5% | $2,954-30.1% | $4,156-50.3% |
| Participant deferral / active EE | $2,562 | $5,718-55.2% | $5,098-49.7% | $6,407-60.0% |
| Admin fee / account holder | $10,129 | $15,207-33.4% | $12,098-16.3% | $12,270-17.5% |