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 | $74,502 | $106,890-30.3% | $84,015-11.3% | $152,861-51.3% |
| Participation rate | 73.3% | 75.2%-1.9pp | 69.0%+4.3pp | 82.4%-9.1pp |
| Annual return | 20.02% | 104.99%-85.0pp | 71.31%-51.3pp | 345.32%-325.3pp |
| Employer contribution / active EE | $520 | $2,734-81.0% | $1,983-73.8% | $4,762-89.1% |
| Participant deferral / active EE | $2,287 | $4,011-43.0% | $3,239-29.4% | $5,850-60.9% |
| Admin fee / account holder | $6,236 | $8,285-24.7% | $6,101+2.2% | $11,596-46.2% |