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 | $72,760 | $104,251-30.2% | $91,001-20.0% | $147,584-50.7% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.6%+1.3pp | 82.8%-5.9pp |
| Annual return | 11.98% | 27.06%-15.1pp | 4.60%+7.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $2,283 | $3,116-26.7% | $2,456-7.0% | $4,876-53.2% |
| Participant deferral / active EE | $3,085 | $4,195-26.5% | $3,547-13.0% | $5,439-43.3% |
| Admin fee / account holder | $1,552 | $8,948-82.7% | $5,417-71.3% | $10,885-85.7% |