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 | $74,947 | $84,696-11.5% | $75,696-1.0% | $167,490-55.3% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.8%+2.1pp | 82.1%-5.2pp |
| Annual return | 13.76% | 199.36%-185.6pp | 104.53%-90.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,993 | $4,580-12.8% | $3,821+4.5% | $6,341-37.0% |
| Admin fee / account holder | $1,460 | $5,355-72.7% | $3,619-59.7% | $12,309-88.1% |