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 | $73,774 | $106,515-30.7% | $96,683-23.7% | $139,434-47.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 14.40% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,665 | $4,103-59.4% | $3,737-55.5% | $4,751-65.0% |
| Participant deferral / active EE | $5,950 | $5,454+9.1% | $4,878+22.0% | $6,710-11.3% |
| Admin fee / account holder | $426 | $7,877-94.6% | $6,730-93.7% | $11,403-96.3% |