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 | $71,575 | $115,770-38.2% | $101,248-29.3% | $158,922-55.0% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 28.68% | 56.14%-27.5pp | 46.47%-17.8pp | 302.83%-274.1pp |
| Employer contribution / active EE | $2,136 | $4,175-48.8% | $3,660-41.6% | $4,761-55.1% |
| Participant deferral / active EE | $5,223 | $4,957+5.4% | $4,370+19.5% | $5,982-12.7% |
| Admin fee / account holder | $367 | $7,245-94.9% | $5,945-93.8% | $11,246-96.7% |