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 | $69,033 | $154,117-55.2% | $129,995-46.9% | $139,434-50.5% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.8pp | 80.3%+0.9pp |
| Annual return | 10.61% | 32.48%-21.9pp | -137.18%+147.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,548 | $6,710-47.1% | $5,820-39.0% | $6,710-47.1% |
| Admin fee / account holder | $17,457 | $14,007+24.6% | $10,614+64.5% | $11,403+53.1% |