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 | $145,719 | $232,540-37.3% | $185,117-21.3% | $147,584-1.3% |
| Participation rate | 76.5% | 82.4%-5.9pp | 77.3%-0.8pp | 82.8%-6.4pp |
| Annual return | 13.58% | 43.03%-29.4pp | 40.50%-26.9pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,224 | $5,195-57.2% | $4,182-46.8% | $4,876-54.4% |
| Participant deferral / active EE | $8,897 | $5,834+52.5% | $5,045+76.3% | $5,439+63.6% |
| Admin fee / account holder | $82,423 | $10,275+702.2% | $8,159+910.2% | $10,885+657.2% |