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 | $75,871 | $232,540-67.4% | $185,117-59.0% | $147,584-48.6% |
| Participation rate | 70.6% | 82.4%-11.8pp | 77.3%-6.7pp | 82.8%-12.2pp |
| Annual return | 18.52% | 43.03%-24.5pp | 40.50%-22.0pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,664 | $5,195-68.0% | $4,182-60.2% | $4,876-65.9% |
| Participant deferral / active EE | $3,120 | $5,834-46.5% | $5,045-38.1% | $5,439-42.6% |
| Admin fee / account holder | $6,512 | $10,275-36.6% | $8,159-20.2% | $10,885-40.2% |