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 | $76,886 | $112,096-31.4% | $95,952-19.9% | $158,922-51.6% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 7.86% | 171.09%-163.2pp | 91.61%-83.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,538 | $3,198-51.9% | $2,541-39.5% | $4,761-67.7% |
| Participant deferral / active EE | $3,240 | $4,784-32.3% | $4,167-22.2% | $5,982-45.8% |
| Admin fee / account holder | $841 | $10,130-91.7% | $6,795-87.6% | $11,246-92.5% |