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 | $62,904 | $94,338-33.3% | $100,534-37.4% | $142,382-55.8% |
| Participation rate | 78.9% | 81.7%-2.8pp | 80.6%-1.7pp | 80.1%-1.2pp |
| Annual return | 17.22% | 29.20%-12.0pp | 32.66%-15.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,626 | $4,237-61.6% | $4,346-62.6% | $4,299-62.2% |
| Participant deferral / active EE | $2,805 | $5,934-52.7% | $6,144-54.3% | $6,507-56.9% |
| Admin fee / account holder | $26,432 | $8,421+213.9% | $7,654+245.3% | $12,624+109.4% |