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 | $64,997 | $102,966-36.9% | $90,281-28.0% | $152,861-57.5% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 22.07% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,498 | $3,139+11.5% | $2,854+22.6% | $4,762-26.5% |
| Participant deferral / active EE | $9,640 | $4,281+125.1% | $3,885+148.1% | $5,850+64.8% |
| Admin fee / account holder | $4,088 | $6,171-33.8% | $5,351-23.6% | $11,596-64.8% |