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 | $74,731 | $99,652-25.0% | $78,778-5.1% | $147,584-49.4% |
| Participation rate | 72.7% | 76.2%-3.5pp | 69.2%+3.5pp | 82.8%-10.1pp |
| Annual return | 11.70% | 47.28%-35.6pp | 35.62%-23.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $466 | $2,796-83.3% | $1,986-76.5% | $4,876-90.5% |
| Participant deferral / active EE | $1,089 | $3,664-70.3% | $2,958-63.2% | $5,439-80.0% |
| Admin fee / account holder | $606 | $7,155-91.5% | $5,134-88.2% | $10,885-94.4% |