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 | $77,852 | $99,652-21.9% | $78,778-1.2% | $147,584-47.2% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 15.73% | 47.28%-31.6pp | 35.62%-19.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $717 | $2,796-74.3% | $1,986-63.9% | $4,876-85.3% |
| Participant deferral / active EE | $2,229 | $3,664-39.1% | $2,958-24.6% | $5,439-59.0% |
| Admin fee / account holder | $10,896 | $7,155+52.3% | $5,134+112.2% | $10,885+0.1% |