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 | $61,822 | $94,338-34.5% | $100,534-38.5% | $142,382-56.6% |
| Participation rate | 76.5% | 81.7%-5.3pp | 80.6%-4.1pp | 80.1%-3.6pp |
| Annual return | 15.79% | 29.20%-13.4pp | 32.66%-16.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,615 | $4,237-38.3% | $4,346-39.8% | $4,299-39.2% |
| Participant deferral / active EE | $3,480 | $5,934-41.4% | $6,144-43.4% | $6,507-46.5% |
| Admin fee / account holder | $1,829 | $8,421-78.3% | $7,654-76.1% | $12,624-85.5% |