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 | $83,073 | $162,781-49.0% | $133,956-38.0% | $158,922-47.7% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 18.10% | 41.94%-23.8pp | 45.09%-27.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,055 | $4,975-78.8% | $3,919-73.1% | $4,761-77.8% |
| Participant deferral / active EE | $1,869 | $5,911-68.4% | $5,048-63.0% | $5,982-68.8% |
| Admin fee / account holder | $7,965 | $11,736-32.1% | $8,927-10.8% | $11,246-29.2% |