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 | $108,064 | $154,117-29.9% | $129,995-16.9% | $139,434-22.5% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 13.85% | 32.48%-18.6pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,374 | $5,289-55.1% | $4,320-45.0% | $4,751-50.0% |
| Participant deferral / active EE | $4,313 | $6,710-35.7% | $5,820-25.9% | $6,710-35.7% |
| Admin fee / account holder | $22,093 | $14,007+57.7% | $10,614+108.1% | $11,403+93.8% |