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 | $69,387 | $78,422-11.5% | $95,952-27.7% | $79,858-13.1% |
| Participation rate | 74.4% | 73.5%+0.9pp | 77.1%-2.7pp | 69.6%+4.8pp |
| Annual return | 11.40% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $736 | $1,945-62.2% | $2,541-71.0% | $2,471-70.2% |
| Participant deferral / active EE | $4,629 | $3,440+34.6% | $4,167+11.1% | $3,740+23.8% |
| Admin fee / account holder | $25,699 | $5,622+357.1% | $6,795+278.2% | $5,306+384.3% |