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 | $63,312 | $117,381-46.1% | $99,443-36.3% | $152,861-58.6% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.4%-11.0pp |
| Annual return | 19.83% | 31.87%-12.0pp | 30.72%-10.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,144 | $3,013-62.0% | $2,540-55.0% | $4,762-76.0% |
| Participant deferral / active EE | $1,673 | $4,086-59.0% | $3,619-53.8% | $5,850-71.4% |
| Admin fee / account holder | $10,829 | $7,631+41.9% | $6,250+73.2% | $11,596-6.6% |