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 | $67,054 | $149,734-55.2% | $118,925-43.6% | $158,922-57.8% |
| Participation rate | 78.6% | 82.1%-3.5pp | 75.4%+3.2pp | 82.0%-3.4pp |
| Annual return | 12.14% | 19.95%-7.8pp | 35.88%-23.7pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,487 | $4,115-63.9% | $3,263-54.4% | $4,761-68.8% |
| Participant deferral / active EE | $4,894 | $5,223-6.3% | $4,265+14.8% | $5,982-18.2% |
| Admin fee / account holder | $3,956 | $8,603-54.0% | $6,581-39.9% | $11,246-64.8% |