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 | $74,572 | $124,185-40.0% | $108,410-31.2% | $167,490-55.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 13.52% | 1379.64%-1366.1pp | 905.27%-891.7pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,065 | $4,187-74.6% | $3,558-70.1% | $4,837-78.0% |
| Participant deferral / active EE | $4,148 | $6,908-40.0% | $6,563-36.8% | $6,341-34.6% |
| Admin fee / account holder | $7,907 | $9,455-16.4% | $7,295+8.4% | $12,309-35.8% |