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 | $102,195 | $98,240+4.0% | $82,313+24.2% | $147,584-30.8% |
| Participation rate | 73.7% | 79.7%-6.0pp | 76.9%-3.2pp | 82.8%-9.1pp |
| Annual return | 16.74% | 30.85%-14.1pp | 25.88%-9.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,321 | $3,192-58.6% | $2,428-45.6% | $4,876-72.9% |
| Participant deferral / active EE | $2,560 | $4,383-41.6% | $3,706-30.9% | $5,439-52.9% |
| Admin fee / account holder | $2,549 | $8,563-70.2% | $5,608-54.5% | $10,885-76.6% |