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 | $75,546 | $103,376-26.9% | $87,100-13.3% | $152,861-50.6% |
| Participation rate | 76.5% | 79.3%-2.9pp | 76.9%-0.4pp | 82.4%-6.0pp |
| Annual return | 19.98% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,870 | $3,220-41.9% | $2,521-25.8% | $4,762-60.7% |
| Participant deferral / active EE | $3,447 | $4,778-27.9% | $4,049-14.9% | $5,850-41.1% |
| Admin fee / account holder | $669 | $12,205-94.5% | $7,497-91.1% | $11,596-94.2% |