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 | $75,373 | $99,652-24.4% | $78,778-4.3% | $147,584-48.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 14.89% | 47.28%-32.4pp | 35.62%-20.7pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,692 | $2,796-39.5% | $1,986-14.8% | $4,876-65.3% |
| Participant deferral / active EE | $2,526 | $3,664-31.1% | $2,958-14.6% | $5,439-53.6% |
| Admin fee / account holder | $865 | $7,155-87.9% | $5,134-83.2% | $10,885-92.1% |