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 | $33,601 | $94,338-64.4% | $100,534-66.6% | $142,382-76.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 16.15% | 29.20%-13.1pp | 32.66%-16.5pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,127 | $4,237-49.8% | $4,346-51.1% | $4,299-50.5% |
| Participant deferral / active EE | $4,254 | $5,934-28.3% | $6,144-30.8% | $6,507-34.6% |
| Admin fee / account holder | $22,594 | $8,421+168.3% | $7,654+195.2% | $12,624+79.0% |