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 | $67,940 | $129,942-47.7% | $104,294-34.9% | $134,475-49.5% |
| Participation rate | 90.5% | 79.5%+11.0pp | 73.3%+17.2pp | 81.2%+9.3pp |
| Annual return | 7.11% | 42.03%-34.9pp | 24.61%-17.5pp | 417.96%-410.8pp |
| Employer contribution / active EE | $1,351 | $4,184-67.7% | $3,372-59.9% | $4,740-71.5% |
| Participant deferral / active EE | $2,910 | $5,588-47.9% | $4,625-37.1% | $6,400-54.5% |
| Admin fee / account holder | $3,150 | $9,323-66.2% | $7,339-57.1% | $11,426-72.4% |