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 | $81,873 | $115,770-29.3% | $101,248-19.1% | $158,922-48.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 16.83% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,270 | $4,175-69.6% | $3,660-65.3% | $4,761-73.3% |
| Participant deferral / active EE | $2,835 | $4,957-42.8% | $4,370-35.1% | $5,982-52.6% |
| Admin fee / account holder | $469 | $7,245-93.5% | $5,945-92.1% | $11,246-95.8% |