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 | $69,943 | $127,386-45.1% | $115,037-39.2% | $125,391-44.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 0.69% | 31.28%-30.6pp | 26.14%-25.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,588 | $5,166-69.3% | $4,608-65.5% | $4,866-67.4% |
| Participant deferral / active EE | $11,436 | $6,423+78.1% | $6,026+89.8% | $5,352+113.7% |
| Admin fee / account holder | $857 | $9,516-91.0% | $8,175-89.5% | $9,540-91.0% |