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 | $66,815 | $118,680-43.7% | $98,907-32.4% | $158,922-58.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 17.44% | 372.35%-354.9pp | 196.43%-179.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,083 | $3,333-67.5% | $2,689-59.7% | $4,761-77.2% |
| Participant deferral / active EE | $5,004 | $5,088-1.6% | $4,244+17.9% | $5,982-16.4% |
| Admin fee / account holder | $1,974 | $10,131-80.5% | $6,642-70.3% | $11,246-82.4% |