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 | $71,817 | $152,587-52.9% | $125,175-42.6% | $152,861-53.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 22.98% | 54.84%-31.9pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,805 | $4,946-63.5% | $3,865-53.3% | $4,762-62.1% |
| Participant deferral / active EE | $2,536 | $5,868-56.8% | $4,937-48.6% | $5,850-56.6% |
| Admin fee / account holder | $2,828 | $13,434-79.0% | $9,702-70.9% | $11,596-75.6% |