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 | $70,395 | $97,757-28.0% | $83,848-16.0% | $135,375-48.0% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | 12.19% | 1287.37%-1275.2pp | 850.88%-838.7pp | 519.73%-507.5pp |
| Employer contribution / active EE | $1,727 | $4,222-59.1% | $3,631-52.4% | $4,779-63.9% |
| Participant deferral / active EE | $6,722 | $4,682+43.6% | $4,082+64.7% | $5,609+19.8% |
| Admin fee / account holder | $5,428 | $6,674-18.7% | $5,478-0.9% | $10,827-49.9% |