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 | $72,517 | $232,540-68.8% | $185,117-60.8% | $147,584-50.9% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 15.13% | 43.03%-27.9pp | 40.50%-25.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $732 | $5,195-85.9% | $4,182-82.5% | $4,876-85.0% |
| Participant deferral / active EE | $8,218 | $5,834+40.9% | $5,045+62.9% | $5,439+51.1% |
| Admin fee / account holder | $27,224 | $10,275+165.0% | $8,159+233.7% | $10,885+150.1% |