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 | $64,335 | $99,985-35.7% | $146,665-56.1% | $85,850-25.1% |
| Participation rate | 70.0% | 73.1%-3.1pp | 80.1%-10.1pp | 69.3%+0.7pp |
| Annual return | 11.26% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,978 | $2,559-22.7% | $4,136-52.2% | $2,565-22.9% |
| Participant deferral / active EE | $2,212 | $4,006-44.8% | $5,506-59.8% | $3,952-44.0% |
| Admin fee / account holder | $2,784 | $7,702-63.9% | $10,280-72.9% | $6,260-55.5% |