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 | $42,729 | $84,695-49.5% | $73,843-42.1% | $125,391-65.9% |
| Participation rate | 72.7% | 76.8%-4.0pp | 73.4%-0.7pp | 83.2%-10.5pp |
| Annual return | 82.96% | 3123.53%-3040.6pp | 2267.84%-2184.9pp | 282.22%-199.3pp |
| Employer contribution / active EE | $1,738 | $3,123-44.3% | $2,787-37.6% | $4,866-64.3% |
| Participant deferral / active EE | $615 | $3,992-84.6% | $3,583-82.8% | $5,352-88.5% |
| Admin fee / account holder | $47,880 | $5,691+741.3% | $4,880+881.1% | $9,540+401.9% |