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 | $14,508 | $90,503-84.0% | $78,689-81.6% | $273,961-94.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 8.88% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,517 | $3,176-52.2% | $2,851-46.8% | $4,869-68.9% |
| Participant deferral / active EE | $4,130 | $3,901+5.9% | $3,517+17.4% | $5,287-21.9% |
| Admin fee / account holder | $20,609 | $5,263+291.6% | $4,510+356.9% | $10,132+103.4% |