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 | $80,605 | $155,788-48.3% | $124,672-35.3% | $167,490-51.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 15.33% | 17.97%-2.6pp | 5142.93%-5127.6pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,663 | $4,163-12.0% | $3,324+10.2% | $4,837-24.3% |
| Participant deferral / active EE | $2,195 | $5,673-61.3% | $4,614-52.4% | $6,341-65.4% |
| Admin fee / account holder | $412 | $9,531-95.7% | $7,493-94.5% | $12,309-96.7% |