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 | $94,380 | $124,281-24.1% | $109,143-13.5% | $167,490-43.7% |
| Participation rate | 73.3% | 79.4%-6.1pp | 75.9%-2.5pp | 82.1%-8.8pp |
| Annual return | 13.80% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,196 | $4,207-47.8% | $3,722-41.0% | $4,837-54.6% |
| Participant deferral / active EE | $3,028 | $5,255-42.4% | $4,653-34.9% | $6,341-52.3% |
| Admin fee / account holder | $49,301 | $7,970+518.6% | $6,752+630.1% | $12,309+300.5% |