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 | $71,473 | $183,519-61.1% | $155,509-54.0% | $145,922-51.0% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 11.78% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,556 | $5,313-70.7% | $4,672-66.7% | $4,660-66.6% |
| Participant deferral / active EE | $4,149 | $6,462-35.8% | $5,626-26.3% | $6,688-38.0% |
| Admin fee / account holder | $10,869 | $19,313-43.7% | $15,912-31.7% | $13,397-18.9% |