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 | $66,435 | $228,332-70.9% | $185,823-64.2% | $158,922-58.2% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.0%+14.8pp | 82.0%+10.9pp |
| Annual return | 19.44% | 40.80%-21.4pp | 35.95%-16.5pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,066 | $4,967-58.4% | $4,087-49.5% | $4,761-56.6% |
| Participant deferral / active EE | $5,575 | $6,415-13.1% | $5,632-1.0% | $5,982-6.8% |
| Admin fee / account holder | $5,064 | $11,864-57.3% | $9,500-46.7% | $11,246-55.0% |