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 | $92,462 | $154,365-40.1% | $130,231-29.0% | $139,434-33.7% |
| Participation rate | 70.8% | 79.9%-9.1pp | 76.3%-5.4pp | 80.3%-9.5pp |
| Annual return | 13.30% | 30.34%-17.0pp | 38.77%-25.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,932 | $5,170-43.3% | $4,126-28.9% | $4,751-38.3% |
| Participant deferral / active EE | $5,505 | $8,498-35.2% | $6,799-19.0% | $6,710-18.0% |
| Admin fee / account holder | $23,441 | $9,214+154.4% | $6,020+289.4% | $11,403+105.6% |