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 | $87,957 | $127,065-30.8% | $113,168-22.3% | $142,382-38.2% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 11.68% | 24.03%-12.3pp | 24.27%-12.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,220 | $3,442-35.5% | $2,975-25.4% | $4,299-48.4% |
| Participant deferral / active EE | $4,421 | $5,716-22.7% | $5,107-13.4% | $6,507-32.1% |
| Admin fee / account holder | $8,109 | $15,736-48.5% | $12,068-32.8% | $12,624-35.8% |