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 | $66,123 | $102,245-35.3% | $89,340-26.0% | $137,256-51.8% |
| Participation rate | 92.9% | 74.9%+18.0pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 12.18% | 21.89%-9.7pp | 20.57%-8.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,618 | $2,529-36.0% | $2,231-27.5% | $4,156-61.1% |
| Participant deferral / active EE | $3,570 | $4,436-19.5% | $3,823-6.6% | $6,407-44.3% |
| Admin fee / account holder | $5,583 | $8,085-31.0% | $6,704-16.7% | $12,270-54.5% |