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 | $110,974 | $154,117-28.0% | $129,995-14.6% | $139,434-20.4% |
| Participation rate | 73.3% | 82.0%-8.6pp | 78.5%-5.2pp | 80.3%-7.0pp |
| Annual return | 11.78% | 32.48%-20.7pp | -137.18%+149.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $1,632 | $5,289-69.1% | $4,320-62.2% | $4,751-65.6% |
| Participant deferral / active EE | $2,370 | $6,710-64.7% | $5,820-59.3% | $6,710-64.7% |
| Admin fee / account holder | $56,312 | $14,007+302.0% | $10,614+430.5% | $11,403+393.9% |