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 6-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 | $90,402 | $176,812-48.9% | $146,665-38.4% | $167,490-46.0% |
| Participation rate | 76.2% | 83.6%-7.4pp | 80.1%-3.9pp | 82.1%-5.9pp |
| Annual return | 14.94% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,186 | $5,160-57.6% | $4,136-47.1% | $4,837-54.8% |
| Participant deferral / active EE | $4,249 | $6,440-34.0% | $5,506-22.8% | $6,341-33.0% |
| Admin fee / account holder | $20,743 | $13,259+56.4% | $10,280+101.8% | $12,309+68.5% |