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 | $91,373 | $154,117-40.7% | $129,995-29.7% | $139,434-34.5% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 19.54% | 32.48%-12.9pp | -137.18%+156.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,702 | $5,289-67.8% | $4,320-60.6% | $4,751-64.2% |
| Participant deferral / active EE | $3,580 | $6,710-46.6% | $5,820-38.5% | $6,710-46.6% |
| Admin fee / account holder | $924 | $14,007-93.4% | $10,614-91.3% | $11,403-91.9% |