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 | $61,083 | $115,770-47.2% | $101,248-39.7% | $158,922-61.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 35.75% | 56.14%-20.4pp | 46.47%-10.7pp | 302.83%-267.1pp |
| Employer contribution / active EE | $1,727 | $4,175-58.6% | $3,660-52.8% | $4,761-63.7% |
| Participant deferral / active EE | $7,795 | $4,957+57.2% | $4,370+78.4% | $5,982+30.3% |
| Admin fee / account holder | $1,000 | $7,245-86.2% | $5,945-83.2% | $11,246-91.1% |