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 | $71,681 | $126,574-43.4% | $106,213-32.5% | $145,922-50.9% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 15.59% | 224.79%-209.2pp | 116.14%-100.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,659 | $3,730-28.7% | $3,171-16.2% | $4,660-42.9% |
| Participant deferral / active EE | $2,042 | $5,724-64.3% | $5,016-59.3% | $6,688-69.5% |
| Admin fee / account holder | $1,716 | $17,304-90.1% | $11,033-84.4% | $13,397-87.2% |