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 | $70,589 | $109,327-35.4% | $89,391-21.0% | $158,922-55.6% |
| Participation rate | 81.0% | 74.3%+6.7pp | 68.0%+13.0pp | 82.0%-1.0pp |
| Annual return | 14.77% | 345.68%-330.9pp | 245.62%-230.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,230 | $3,170-61.2% | $2,586-52.4% | $4,761-74.2% |
| Participant deferral / active EE | $3,630 | $4,598-21.0% | $3,890-6.7% | $5,982-39.3% |
| Admin fee / account holder | $11,915 | $6,153+93.6% | $4,881+144.1% | $11,246+6.0% |