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 | $61,542 | $102,317-39.9% | $146,958-58.1% | $80,856-23.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 16.29% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,356 | $3,713-36.6% | $4,933-52.2% | $2,755-14.5% |
| Participant deferral / active EE | $7,282 | $6,644+9.6% | $8,070-9.8% | $4,296+69.5% |
| Admin fee / account holder | $1,945 | $7,941-75.5% | $12,998-85.0% | $6,918-71.9% |