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 | $37,876 | $115,770-67.3% | $101,248-62.6% | $158,922-76.2% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.0pp |
| Annual return | 15.33% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,303 | $4,175-44.8% | $3,660-37.1% | $4,761-51.6% |
| Participant deferral / active EE | $5,910 | $4,957+19.2% | $4,370+35.2% | $5,982-1.2% |
| Admin fee / account holder | $5,305 | $7,245-26.8% | $5,945-10.8% | $11,246-52.8% |