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 | $76,406 | $165,335-53.8% | $149,696-49.0% | $158,922-51.9% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 13.36% | 348.15%-334.8pp | 276.60%-263.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,313 | $5,103-54.7% | $4,644-50.2% | $4,761-51.4% |
| Participant deferral / active EE | $4,941 | $7,181-31.2% | $6,842-27.8% | $5,982-17.4% |
| Admin fee / account holder | $778 | $10,807-92.8% | $9,309-91.6% | $11,246-93.1% |