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 | $73,830 | $149,734-50.7% | $118,925-37.9% | $158,922-53.5% |
| Participation rate | 76.5% | 82.1%-5.6pp | 75.4%+1.1pp | 82.0%-5.5pp |
| Annual return | 14.43% | 19.95%-5.5pp | 35.88%-21.4pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,271 | $4,115-20.5% | $3,263+0.3% | $4,761-31.3% |
| Participant deferral / active EE | $3,527 | $5,223-32.5% | $4,265-17.3% | $5,982-41.0% |
| Admin fee / account holder | $2,950 | $8,603-65.7% | $6,581-55.2% | $11,246-73.8% |