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 | $76,646 | $162,781-52.9% | $133,956-42.8% | $158,922-51.8% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 9.10% | 41.94%-32.8pp | 45.09%-36.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,829 | $4,975-63.2% | $3,919-53.3% | $4,761-61.6% |
| Participant deferral / active EE | $3,492 | $5,911-40.9% | $5,048-30.8% | $5,982-41.6% |
| Admin fee / account holder | $17,813 | $11,736+51.8% | $8,927+99.5% | $11,246+58.4% |