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 | $65,145 | $106,584-38.9% | $101,326-35.7% | $142,382-54.2% |
| Participation rate | 76.9% | 82.7%-5.8pp | 81.5%-4.6pp | 80.1%-3.2pp |
| Annual return | 13.61% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,999 | $3,956-24.2% | $3,665-18.2% | $4,299-30.3% |
| Participant deferral / active EE | $3,768 | $8,297-54.6% | $7,994-52.9% | $6,507-42.1% |
| Admin fee / account holder | $10,111 | $11,446-11.7% | $11,185-9.6% | $12,624-19.9% |