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 | $92,196 | $228,332-59.6% | $185,823-50.4% | $158,922-42.0% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 11.58% | 40.80%-29.2pp | 35.95%-24.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $580 | $4,967-88.3% | $4,087-85.8% | $4,761-87.8% |
| Participant deferral / active EE | $2,435 | $6,415-62.0% | $5,632-56.8% | $5,982-59.3% |
| Admin fee / account holder | $24,463 | $11,864+106.2% | $9,500+157.5% | $11,246+117.5% |