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 | $37,089 | $106,515-65.2% | $96,683-61.6% | $139,434-73.4% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 13.39% | 38.43%-25.0pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,895 | $4,103-29.4% | $3,737-22.5% | $4,751-39.1% |
| Participant deferral / active EE | $2,895 | $5,454-46.9% | $4,878-40.7% | $6,710-56.9% |
| Admin fee / account holder | $11,790 | $7,877+49.7% | $6,730+75.2% | $11,403+3.4% |