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 | $106,790 | $124,319-14.1% | $111,297-4.1% | $167,490-36.2% |
| Participation rate | 72.7% | 79.6%-6.9pp | 77.3%-4.6pp | 82.1%-9.4pp |
| Annual return | 18.25% | 37.44%-19.2pp | 54.65%-36.4pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,527 | $3,435-26.4% | $2,731-7.5% | $4,837-47.8% |
| Participant deferral / active EE | $5,638 | $5,180+8.8% | $4,487+25.6% | $6,341-11.1% |
| Admin fee / account holder | $4,372 | $10,618-58.8% | $7,964-45.1% | $12,309-64.5% |