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 | $110,771 | $176,812-37.4% | $146,665-24.5% | $167,490-33.9% |
| Participation rate | 77.3% | 83.6%-6.3pp | 80.1%-2.8pp | 82.1%-4.8pp |
| Annual return | 11.43% | 24.03%-12.6pp | 22.74%-11.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,848 | $5,160-64.2% | $4,136-55.3% | $4,837-61.8% |
| Participant deferral / active EE | $3,270 | $6,440-49.2% | $5,506-40.6% | $6,341-48.4% |
| Admin fee / account holder | $13,205 | $13,259-0.4% | $10,280+28.5% | $12,309+7.3% |