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 | $79,459 | $162,781-51.2% | $133,956-40.7% | $158,922-50.0% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 9.12% | 41.94%-32.8pp | 45.09%-36.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,187 | $4,975-76.1% | $3,919-69.7% | $4,761-75.1% |
| Participant deferral / active EE | $2,421 | $5,911-59.0% | $5,048-52.0% | $5,982-59.5% |
| Admin fee / account holder | $59,914 | $11,736+410.5% | $8,927+571.1% | $11,246+432.8% |