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 | $86,531 | $115,882-25.3% | $100,516-13.9% | $158,922-45.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 18.86% | 34.79%-15.9pp | 30.89%-12.0pp | 302.83%-284.0pp |
| Employer contribution / active EE | $485 | $4,103-88.2% | $3,418-85.8% | $4,761-89.8% |
| Participant deferral / active EE | $5,308 | $6,674-20.5% | $6,270-15.3% | $5,982-11.3% |
| Admin fee / account holder | $28,323 | $10,995+157.6% | $8,081+250.5% | $11,246+151.9% |