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 | $66,446 | $109,413-39.3% | $156,263-57.5% | $84,808-21.7% |
| Participation rate | 70.5% | 72.7%-2.2pp | 78.9%-8.5pp | 68.3%+2.1pp |
| Annual return | 12.62% | 20.18%-7.6pp | 59.47%-46.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,016 | $2,907-65.1% | $4,333-76.6% | $2,631-61.4% |
| Participant deferral / active EE | $4,019 | $4,590-12.4% | $6,158-34.7% | $4,212-4.6% |
| Admin fee / account holder | $60,544 | $9,357+547.1% | $14,255+324.7% | $7,344+724.4% |