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 | $38,196 | $81,632-53.2% | $70,449-45.8% | $158,922-76.0% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | 8.79% | 208.40%-199.6pp | 109.03%-100.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,527 | $4,554-66.5% | $3,709-58.8% | $5,982-74.5% |
| Admin fee / account holder | $3,560 | $6,193-42.5% | $3,845-7.4% | $11,246-68.3% |