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 | $69,683 | $99,652-30.1% | $78,778-11.5% | $147,584-52.8% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 13.16% | 47.28%-34.1pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $737 | $2,796-73.6% | $1,986-62.9% | $4,876-84.9% |
| Participant deferral / active EE | $2,735 | $3,664-25.3% | $2,958-7.5% | $5,439-49.7% |
| Admin fee / account holder | $5,950 | $7,155-16.8% | $5,134+15.9% | $10,885-45.3% |