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 | $79,984 | $149,734-46.6% | $118,925-32.7% | $158,922-49.7% |
| Participation rate | 76.9% | 82.1%-5.2pp | 75.4%+1.5pp | 82.0%-5.0pp |
| Annual return | 7.64% | 19.95%-12.3pp | 35.88%-28.2pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,178 | $4,115-71.4% | $3,263-63.9% | $4,761-75.3% |
| Participant deferral / active EE | $1,462 | $5,223-72.0% | $4,265-65.7% | $5,982-75.6% |
| Admin fee / account holder | $23,709 | $8,603+175.6% | $6,581+260.3% | $11,246+110.8% |