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 | $59,324 | $98,240-39.6% | $82,313-27.9% | $147,584-59.8% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 14.16% | 30.85%-16.7pp | 25.88%-11.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $613 | $3,192-80.8% | $2,428-74.7% | $4,876-87.4% |
| Participant deferral / active EE | $2,453 | $4,383-44.0% | $3,706-33.8% | $5,439-54.9% |
| Admin fee / account holder | $2,377 | $8,563-72.2% | $5,608-57.6% | $10,885-78.2% |