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 | $85,850 | $127,777-32.8% | $106,548-19.4% | $167,490-48.7% |
| Participation rate | 73.3% | 78.3%-4.9pp | 76.1%-2.8pp | 82.1%-8.8pp |
| Annual return | 21.39% | 33.87%-12.5pp | 26.80%-5.4pp | 478.56%-457.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,236 | $5,087-36.4% | $4,398-26.4% | $6,341-49.0% |
| Admin fee / account holder | $525 | $11,228-95.3% | $7,407-92.9% | $12,309-95.7% |