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 | $82,134 | $111,535-26.4% | $105,223-21.9% | $137,256-40.2% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 13.68% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $967 | $3,939-75.4% | $3,689-73.8% | $4,156-76.7% |
| Participant deferral / active EE | $4,932 | $5,500-10.3% | $5,072-2.8% | $6,407-23.0% |
| Admin fee / account holder | $31,097 | $9,721+219.9% | $8,859+251.0% | $12,270+153.4% |