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 | $68,477 | $85,022-19.5% | $70,515-2.9% | $139,434-50.9% |
| Participation rate | 73.7% | 73.9%-0.2pp | 68.3%+5.3pp | 80.3%-6.6pp |
| Annual return | 17.52% | 30.38%-12.9pp | 32.77%-15.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,106 | $3,909-46.1% | $2,973-29.2% | $4,751-55.7% |
| Participant deferral / active EE | $3,409 | $5,890-42.1% | $4,567-25.4% | $6,710-49.2% |
| Admin fee / account holder | $3,648 | $8,906-59.0% | $6,412-43.1% | $11,403-68.0% |