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 | $79,031 | $124,319-36.4% | $111,297-29.0% | $167,490-52.8% |
| Participation rate | 77.3% | 79.6%-2.3pp | 77.3%0pp | 82.1%-4.8pp |
| Annual return | 11.94% | 37.44%-25.5pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,069 | $5,180-60.1% | $4,487-53.9% | $6,341-67.4% |
| Admin fee / account holder | $522 | $10,618-95.1% | $7,964-93.4% | $12,309-95.8% |