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 | $67,205 | $86,286-22.1% | $111,297-39.6% | $85,850-21.7% |
| Participation rate | 71.1% | 73.3%-2.3pp | 77.3%-6.3pp | 69.3%+1.7pp |
| Annual return | 14.01% | 19.99%-6.0pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,242 | $2,043-39.2% | $2,731-54.5% | $2,565-51.6% |
| Participant deferral / active EE | $2,408 | $3,641-33.9% | $4,487-46.3% | $3,952-39.1% |
| Admin fee / account holder | $18,951 | $8,188+131.5% | $7,964+138.0% | $6,260+202.7% |