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 | $74,531 | $232,540-67.9% | $185,117-59.7% | $147,584-49.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 20.19% | 43.03%-22.8pp | 40.50%-20.3pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,832 | $5,195-45.5% | $4,182-32.3% | $4,876-41.9% |
| Participant deferral / active EE | $4,454 | $5,834-23.7% | $5,045-11.7% | $5,439-18.1% |
| Admin fee / account holder | $12,920 | $10,275+25.7% | $8,159+58.3% | $10,885+18.7% |