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 | $73,444 | $103,376-29.0% | $87,100-15.7% | $152,861-52.0% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 20.81% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,472 | $3,220-54.3% | $2,521-41.6% | $4,762-69.1% |
| Participant deferral / active EE | $4,399 | $4,778-7.9% | $4,049+8.7% | $5,850-24.8% |
| Admin fee / account holder | $4,416 | $12,205-63.8% | $7,497-41.1% | $11,596-61.9% |