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 | $75,500 | $102,317-26.2% | $146,958-48.6% | $80,856-6.6% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.2%-9.7pp | 67.6%+4.8pp |
| Annual return | 12.87% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,453 | $3,713-60.9% | $4,933-70.5% | $2,755-47.3% |
| Participant deferral / active EE | $3,241 | $6,644-51.2% | $8,070-59.8% | $4,296-24.6% |
| Admin fee / account holder | $1,300 | $7,941-83.6% | $12,998-90.0% | $6,918-81.2% |