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 | $64,618 | $149,679-56.8% | $117,039-44.8% | $147,584-56.2% |
| Participation rate | 73.9% | 83.5%-9.6pp | 77.2%-3.3pp | 82.8%-8.9pp |
| Annual return | 23.81% | 19.31%+4.5pp | 18.95%+4.9pp | 578.55%-554.7pp |
| Employer contribution / active EE | $2,525 | $4,937-48.9% | $3,785-33.3% | $4,876-48.2% |
| Participant deferral / active EE | $3,330 | $4,912-32.2% | $3,929-15.3% | $5,439-38.8% |
| Admin fee / account holder | $1,176 | $7,856-85.0% | $5,974-80.3% | $10,885-89.2% |