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 | $71,408 | $106,515-33.0% | $96,683-26.1% | $139,434-48.8% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 16.86% | 38.43%-21.6pp | 35.69%-18.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $3,201 | $4,103-22.0% | $3,737-14.3% | $4,751-32.6% |
| Participant deferral / active EE | $2,843 | $5,454-47.9% | $4,878-41.7% | $6,710-57.6% |
| Admin fee / account holder | $3,174 | $7,877-59.7% | $6,730-52.8% | $11,403-72.2% |