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 | $74,646 | $112,096-33.4% | $95,952-22.2% | $158,922-53.0% |
| Participation rate | 73.3% | 79.0%-5.6pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 10.35% | 171.09%-160.7pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,582 | $3,198-50.5% | $2,541-37.7% | $4,761-66.8% |
| Participant deferral / active EE | $4,280 | $4,784-10.5% | $4,167+2.7% | $5,982-28.5% |
| Admin fee / account holder | $6,417 | $10,130-36.7% | $6,795-5.6% | $11,246-42.9% |