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 | $50,663 | $126,519-60.0% | $106,201-52.3% | $145,959-65.3% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 8.21% | 225.10%-216.9pp | 116.26%-108.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $894 | $3,726-76.0% | $3,170-71.8% | $4,661-80.8% |
| Participant deferral / active EE | $7,792 | $5,716+36.3% | $5,012+55.5% | $6,689+16.5% |
| Admin fee / account holder | $200,507 | $17,312+1058.2% | $11,039+1716.3% | $13,398+1396.6% |