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 | $77,282 | $90,600-14.7% | $79,464-2.7% | $135,375-42.9% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | 11.29% | 977.43%-966.1pp | 718.14%-706.8pp | 519.73%-508.4pp |
| Employer contribution / active EE | $387 | $3,068-87.4% | $2,800-86.2% | $4,779-91.9% |
| Participant deferral / active EE | $2,582 | $4,050-36.3% | $3,704-30.3% | $5,609-54.0% |
| Admin fee / account holder | $9,255 | $5,907+56.7% | $5,113+81.0% | $10,827-14.5% |