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 | $71,803 | $86,286-16.8% | $111,297-35.5% | $85,850-16.4% |
| Participation rate | 71.9% | 73.3%-1.5pp | 77.3%-5.4pp | 69.3%+2.6pp |
| Annual return | 12.16% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $728 | $2,043-64.4% | $2,731-73.3% | $2,565-71.6% |
| Participant deferral / active EE | $1,740 | $3,641-52.2% | $4,487-61.2% | $3,952-56.0% |
| Admin fee / account holder | $33,248 | $8,188+306.1% | $7,964+317.5% | $6,260+431.1% |