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 | $76,388 | $98,750-22.6% | $149,696-49.0% | $79,858-4.3% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.5pp |
| Annual return | 17.09% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,435 | $3,216-55.4% | $4,644-69.1% | $2,471-41.9% |
| Participant deferral / active EE | $2,953 | $5,680-48.0% | $6,842-56.8% | $3,740-21.0% |
| Admin fee / account holder | $2,470 | $6,053-59.2% | $9,309-73.5% | $5,306-53.4% |