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 | $73,022 | $112,096-34.9% | $95,952-23.9% | $158,922-54.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.49% | 171.09%-150.6pp | 91.61%-71.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,215 | $3,198-30.7% | $2,541-12.8% | $4,761-53.5% |
| Participant deferral / active EE | $3,689 | $4,784-22.9% | $4,167-11.5% | $5,982-38.3% |
| Admin fee / account holder | $1,505 | $10,130-85.1% | $6,795-77.8% | $11,246-86.6% |