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 | $76,763 | $107,934-28.9% | $91,989-16.6% | $152,861-49.8% |
| Participation rate | 78.9% | 81.2%-2.2pp | 78.6%+0.3pp | 82.4%-3.5pp |
| Annual return | 17.89% | 89.24%-71.4pp | 69.02%-51.1pp | 345.32%-327.4pp |
| Employer contribution / active EE | $413 | $4,210-90.2% | $3,452-88.0% | $4,762-91.3% |
| Participant deferral / active EE | $3,751 | $6,364-41.1% | $5,923-36.7% | $5,850-35.9% |
| Admin fee / account holder | $10,778 | $10,520+2.5% | $7,743+39.2% | $11,596-7.1% |