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 | $91,624 | $112,096-18.3% | $95,952-4.5% | $158,922-42.3% |
| Participation rate | 73.9% | 79.0%-5.1pp | 77.1%-3.2pp | 82.0%-8.0pp |
| Annual return | 10.21% | 171.09%-160.9pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,103 | $4,784+48.5% | $4,167+70.5% | $5,982+18.7% |
| Admin fee / account holder | $7,648 | $10,130-24.5% | $6,795+12.5% | $11,246-32.0% |