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 | $67,484 | $148,534-54.6% | $135,903-50.3% | $139,434-51.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.71% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,867 | $5,243-45.3% | $4,856-41.0% | $4,751-39.7% |
| Participant deferral / active EE | $4,975 | $8,100-38.6% | $7,758-35.9% | $6,710-25.9% |
| Admin fee / account holder | $22,293 | $12,400+79.8% | $10,762+107.1% | $11,403+95.5% |