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 | $64,730 | $232,540-72.2% | $185,117-65.0% | $147,584-56.1% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 15.15% | 43.03%-27.9pp | 40.50%-25.3pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,878 | $5,195-44.6% | $4,182-31.2% | $4,876-41.0% |
| Participant deferral / active EE | $5,892 | $5,834+1.0% | $5,045+16.8% | $5,439+8.3% |
| Admin fee / account holder | $33,693 | $10,275+227.9% | $8,159+312.9% | $10,885+209.5% |