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 | $67,781 | $95,561-29.1% | $77,163-12.2% | $139,434-51.4% |
| Participation rate | 70.0% | 73.9%-3.9pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 15.67% | 54.92%-39.2pp | 37.87%-22.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,619 | $3,147-48.6% | $2,535-36.1% | $4,751-65.9% |
| Participant deferral / active EE | $4,100 | $4,624-11.3% | $3,833+7.0% | $6,710-38.9% |
| Admin fee / account holder | $23,077 | $8,295+178.2% | $5,472+321.7% | $11,403+102.4% |