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 | $71,029 | $127,386-44.2% | $115,037-38.3% | $125,391-43.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 5.60% | 31.28%-25.7pp | 26.14%-20.5pp | 282.22%-276.6pp |
| Employer contribution / active EE | $1,759 | $5,166-66.0% | $4,608-61.8% | $4,866-63.9% |
| Participant deferral / active EE | $4,703 | $6,423-26.8% | $6,026-22.0% | $5,352-12.1% |
| Admin fee / account holder | $337 | $9,516-96.5% | $8,175-95.9% | $9,540-96.5% |