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 | $71,059 | $111,754-36.4% | $103,333-31.2% | $145,922-51.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.37% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,922 | $4,212-54.4% | $3,868-50.3% | $4,660-58.7% |
| Participant deferral / active EE | $7,838 | $5,619+39.5% | $5,057+55.0% | $6,688+17.2% |
| Admin fee / account holder | $561 | $9,750-94.2% | $8,355-93.3% | $13,397-95.8% |