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 | $78,924 | $127,777-38.2% | $106,548-25.9% | $167,490-52.9% |
| Participation rate | 76.9% | 78.3%-1.3pp | 76.1%+0.8pp | 82.1%-5.2pp |
| Annual return | 13.23% | 33.87%-20.6pp | 26.80%-13.6pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,764 | $3,427-48.5% | $2,819-37.4% | $4,837-63.5% |
| Participant deferral / active EE | $2,531 | $5,087-50.3% | $4,398-42.5% | $6,341-60.1% |
| Admin fee / account holder | $1,513 | $11,228-86.5% | $7,407-79.6% | $12,309-87.7% |