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 | $68,616 | $95,416-28.1% | $185,823-63.1% | $85,850-20.1% |
| Participation rate | 72.4% | 68.8%+3.7pp | 81.7%-9.3pp | 69.3%+3.1pp |
| Annual return | 15.11% | 23.59%-8.5pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,031 | $3,314-38.7% | $5,167-60.7% | $2,565-20.8% |
| Participant deferral / active EE | $4,860 | $3,423+42.0% | $5,568-12.7% | $3,952+23.0% |
| Admin fee / account holder | $3,921 | $7,213-45.6% | $16,237-75.9% | $6,260-37.4% |