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 | $67,418 | $146,267-53.9% | $197,124-65.8% | $82,448-18.2% |
| Participation rate | 72.1% | 84.0%-12.0pp | 86.7%-14.7pp | 68.1%+4.0pp |
| Annual return | 16.84% | 29.61%-12.8pp | 44.34%-27.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,247 | $4,723-52.4% | $6,227-63.9% | $2,551-11.9% |
| Participant deferral / active EE | $3,673 | $7,035-47.8% | $9,135-59.8% | $4,139-11.3% |
| Admin fee / account holder | $1,811 | $14,422-87.4% | $16,298-88.9% | $7,234-75.0% |