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 | $73,614 | $124,319-40.8% | $111,297-33.9% | $167,490-56.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 13.90% | 37.44%-23.5pp | 54.65%-40.7pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,211 | $3,435-64.8% | $2,731-55.7% | $4,837-75.0% |
| Participant deferral / active EE | $1,982 | $5,180-61.7% | $4,487-55.8% | $6,341-68.7% |
| Admin fee / account holder | $985 | $10,618-90.7% | $7,964-87.6% | $12,309-92.0% |