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 | $126,574-60.0% | $106,213-52.3% | $145,922-65.3% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 8.21% | 224.79%-216.6pp | 116.14%-107.9pp | 561.29%-553.1pp |
| Employer contribution / active EE | $894 | $3,730-76.0% | $3,171-71.8% | $4,660-80.8% |
| Participant deferral / active EE | $7,792 | $5,724+36.1% | $5,016+55.3% | $6,688+16.5% |
| Admin fee / account holder | $200,507 | $17,304+1058.8% | $11,033+1717.3% | $13,397+1396.7% |