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 | $74,518 | $111,754-33.3% | $103,333-27.9% | $145,922-48.9% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.83% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,608 | $4,212-61.8% | $3,868-58.4% | $4,660-65.5% |
| Participant deferral / active EE | $4,110 | $5,619-26.8% | $5,057-18.7% | $6,688-38.5% |
| Admin fee / account holder | $1,938 | $9,750-80.1% | $8,355-76.8% | $13,397-85.5% |