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 | $82,470 | $115,770-28.8% | $101,248-18.5% | $158,922-48.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 10.16% | 56.14%-46.0pp | 46.47%-36.3pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,408 | $4,175-66.3% | $3,660-61.5% | $4,761-70.4% |
| Participant deferral / active EE | $2,945 | $4,957-40.6% | $4,370-32.6% | $5,982-50.8% |
| Admin fee / account holder | $16,279 | $7,245+124.7% | $5,945+173.8% | $11,246+44.8% |