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 | $71,568 | $103,376-30.8% | $87,100-17.8% | $152,861-53.2% |
| Participation rate | 78.6% | 79.3%-0.8pp | 76.9%+1.7pp | 82.4%-3.9pp |
| Annual return | 16.60% | 28.10%-11.5pp | 28.19%-11.6pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,490 | $3,220-53.7% | $2,521-40.9% | $4,762-68.7% |
| Participant deferral / active EE | $3,920 | $4,778-18.0% | $4,049-3.2% | $5,850-33.0% |
| Admin fee / account holder | $730 | $12,205-94.0% | $7,497-90.3% | $11,596-93.7% |