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 | $76,919 | $138,347-44.4% | $184,203-58.2% | $80,856-4.9% |
| Participation rate | 79.5% | 83.9%-4.3pp | 86.8%-7.3pp | 67.6%+11.9pp |
| Annual return | 14.31% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,423 | $4,850-50.0% | $6,427-62.3% | $2,755-12.0% |
| Participant deferral / active EE | $4,227 | $7,071-40.2% | $9,131-53.7% | $4,296-1.6% |
| Admin fee / account holder | $8,838 | $10,483-15.7% | $13,901-36.4% | $6,918+27.8% |