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 | $148,978-54.7% | $200,582-66.4% | $84,808-20.5% |
| Participation rate | 72.1% | 84.2%-12.2pp | 86.9%-14.8pp | 68.3%+3.7pp |
| Annual return | 16.84% | 28.16%-11.3pp | 42.33%-25.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,247 | $4,815-53.3% | $6,419-65.0% | $2,631-14.6% |
| Participant deferral / active EE | $3,673 | $7,142-48.6% | $9,331-60.6% | $4,212-12.8% |
| Admin fee / account holder | $1,811 | $13,977-87.0% | $16,305-88.9% | $7,344-75.3% |