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 | $84,880 | $117,381-27.7% | $99,443-14.6% | $152,861-44.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 17.07% | 31.87%-14.8pp | 30.72%-13.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,106 | $3,013-63.3% | $2,540-56.4% | $4,762-76.8% |
| Participant deferral / active EE | $1,692 | $4,086-58.6% | $3,619-53.2% | $5,850-71.1% |
| Admin fee / account holder | $21,300 | $7,631+179.1% | $6,250+240.8% | $11,596+83.7% |