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 | $64,411 | $76,407-15.7% | $150,298-57.1% | $82,448-21.9% |
| Participation rate | 70.5% | 66.4%+4.1pp | 77.8%-7.3pp | 68.1%+2.4pp |
| Annual return | 16.11% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,303 | $2,614-50.2% | $4,154-68.6% | $2,551-48.9% |
| Participant deferral / active EE | $2,388 | $3,214-25.7% | $5,453-56.2% | $4,139-42.3% |
| Admin fee / account holder | $2,725 | $6,352-57.1% | $14,116-80.7% | $7,234-62.3% |