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 | $75,717 | $108,919-30.5% | $100,391-24.6% | $145,922-48.1% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 11.79% | 57.88%-46.1pp | 49.20%-37.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,270 | $4,419-48.6% | $3,942-42.4% | $4,660-51.3% |
| Participant deferral / active EE | $2,270 | $8,445-73.1% | $8,082-71.9% | $6,688-66.1% |
| Admin fee / account holder | $550 | $9,689-94.3% | $7,899-93.0% | $13,397-95.9% |