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 | $66,082 | $91,552-27.8% | $133,956-50.7% | $79,858-17.3% |
| Participation rate | 72.1% | 73.3%-1.3pp | 79.8%-7.7pp | 69.6%+2.5pp |
| Annual return | 20.07% | 61.85%-41.8pp | 45.09%-25.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $623 | $2,384-73.9% | $3,919-84.1% | $2,471-74.8% |
| Participant deferral / active EE | $3,374 | $3,733-9.6% | $5,048-33.2% | $3,740-9.8% |
| Admin fee / account holder | $5,293 | $6,321-16.3% | $8,927-40.7% | $5,306-0.3% |