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 | $82,948 | $118,680-30.1% | $98,907-16.1% | $158,922-47.8% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 11.68% | 372.35%-360.7pp | 196.43%-184.7pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,532 | $3,333+6.0% | $2,689+31.3% | $4,761-25.8% |
| Participant deferral / active EE | $5,665 | $5,088+11.3% | $4,244+33.5% | $5,982-5.3% |
| Admin fee / account holder | $1,250 | $10,131-87.7% | $6,642-81.2% | $11,246-88.9% |