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 | $145,470 | $176,812-17.7% | $146,665-0.8% | $167,490-13.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 12.86% | 24.03%-11.2pp | 22.74%-9.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,599 | $5,160-30.3% | $4,136-13.0% | $4,837-25.6% |
| Participant deferral / active EE | $5,448 | $6,440-15.4% | $5,506-1.0% | $6,341-14.1% |
| Admin fee / account holder | $21,704 | $13,259+63.7% | $10,280+111.1% | $12,309+76.3% |