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 | $74,207 | $104,664-29.1% | $85,682-13.4% | $167,490-55.7% |
| Participation rate | 76.5% | 76.4%+0.1pp | 69.9%+6.6pp | 82.1%-5.6pp |
| Annual return | 12.47% | 21.45%-9.0pp | 21.49%-9.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,260 | $3,337-32.3% | $2,618-13.7% | $4,837-53.3% |
| Participant deferral / active EE | $5,160 | $4,824+7.0% | $3,923+31.5% | $6,341-18.6% |
| Admin fee / account holder | $4,876 | $10,032-51.4% | $6,873-29.1% | $12,309-60.4% |