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 | $79,990 | $99,032-19.2% | $80,0190% | $135,375-40.9% |
| Participation rate | 85.0% | 78.4%+6.6pp | 75.8%+9.2pp | 82.6%+2.4pp |
| Annual return | 10.88% | 15.39%-4.5pp | 11.22%-0.3pp | 519.73%-508.9pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,244 | $4,282-24.2% | $3,686-12.0% | $5,609-42.2% |
| Admin fee / account holder | $444 | $10,436-95.7% | $6,521-93.2% | $10,827-95.9% |