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 | $58,577 | $99,079-40.9% | $77,999-24.9% | $273,961-78.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 7.75% | 217.93%-210.2pp | 425.96%-418.2pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,630 | $3,308-50.7% | $2,470-34.0% | $4,869-66.5% |
| Participant deferral / active EE | $6,236 | $4,306+44.8% | $3,497+78.3% | $5,287+18.0% |
| Admin fee / account holder | $4,857 | $8,954-45.8% | $5,480-11.4% | $10,132-52.1% |