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 | $72,414 | $105,859-31.6% | $90,160-19.7% | $147,584-50.9% |
| Participation rate | 76.5% | 79.7%-3.3pp | 76.9%-0.4pp | 82.8%-6.4pp |
| Annual return | 12.33% | 37.63%-25.3pp | 34.88%-22.6pp | 578.55%-566.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,161 | $5,733-10.0% | $5,288-2.4% | $5,439-5.1% |
| Admin fee / account holder | $13,173 | $8,046+63.7% | $5,943+121.7% | $10,885+21.0% |