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 | $69,163 | $118,849-41.8% | $96,562-28.4% | $167,490-58.7% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 22.71% | 50.49%-27.8pp | 37.78%-15.1pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,522 | $3,120-51.2% | $2,356-35.4% | $4,837-68.5% |
| Participant deferral / active EE | $3,236 | $4,616-29.9% | $3,849-15.9% | $6,341-49.0% |
| Admin fee / account holder | $1,034 | $8,065-87.2% | $6,181-83.3% | $12,309-91.6% |