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 | $92,832 | $111,814-17.0% | $103,374-10.2% | $145,959-36.4% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 13.17% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,926 | $4,214-54.3% | $3,869-50.2% | $4,661-58.7% |
| Participant deferral / active EE | $3,535 | $5,618-37.1% | $5,058-30.1% | $6,689-47.2% |
| Admin fee / account holder | $13,363 | $9,754+37.0% | $8,394+59.2% | $13,398-0.3% |