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 | $84,355 | $106,515-20.8% | $96,683-12.8% | $139,434-39.5% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 22.37% | 38.43%-16.1pp | 35.69%-13.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,501 | $4,103-39.0% | $3,737-33.1% | $4,751-47.3% |
| Participant deferral / active EE | $4,707 | $5,454-13.7% | $4,878-3.5% | $6,710-29.9% |
| Admin fee / account holder | $1,572 | $7,877-80.0% | $6,730-76.6% | $11,403-86.2% |