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 | $66,609 | $99,020-32.7% | $86,590-23.1% | $147,584-54.9% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 13.58% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $1,895 | $3,132-39.5% | $2,839-33.3% | $4,876-61.1% |
| Participant deferral / active EE | $2,595 | $3,972-34.7% | $3,609-28.1% | $5,439-52.3% |
| Admin fee / account holder | $406 | $5,710-92.9% | $4,906-91.7% | $10,885-96.3% |