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 | $58,366 | $124,319-53.1% | $111,297-47.6% | $167,490-65.2% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 13.23% | 37.44%-24.2pp | 54.65%-41.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,210 | $3,435-35.7% | $2,731-19.1% | $4,837-54.3% |
| Participant deferral / active EE | $3,908 | $5,180-24.6% | $4,487-12.9% | $6,341-38.4% |
| Admin fee / account holder | $10,830 | $10,618+2.0% | $7,964+36.0% | $12,309-12.0% |