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 | $60,407 | $107,334-43.7% | $92,893-35.0% | $152,861-60.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 30.67% | 145.58%-114.9pp | 109.41%-78.7pp | 345.32%-314.6pp |
| Employer contribution / active EE | $1,542 | $4,221-63.5% | $3,653-57.8% | $4,762-67.6% |
| Participant deferral / active EE | $2,657 | $4,845-45.2% | $4,236-37.3% | $5,850-54.6% |
| Admin fee / account holder | $5,177 | $7,079-26.9% | $5,794-10.6% | $11,596-55.4% |