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 | $75,420 | $157,256-52.0% | $141,162-46.6% | $152,861-50.7% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 19.73% | 64.32%-44.6pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,370 | $5,261-74.0% | $4,735-71.1% | $4,762-71.2% |
| Participant deferral / active EE | $2,953 | $7,109-58.5% | $6,709-56.0% | $5,850-49.5% |
| Admin fee / account holder | $24,748 | $12,120+104.2% | $10,261+141.2% | $11,596+113.4% |