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 | $68,129 | $165,912-58.9% | $122,332-44.3% | $147,584-53.8% |
| Participation rate | 73.3% | 79.6%-6.2pp | 71.6%+1.7pp | 82.8%-9.5pp |
| Annual return | 8.92% | 34.55%-25.6pp | 30.27%-21.4pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,414 | $5,754-58.1% | $4,050-40.4% | $4,876-50.5% |
| Participant deferral / active EE | $1,480 | $4,005-63.1% | $3,287-55.0% | $5,439-72.8% |
| Admin fee / account holder | $3,576 | $7,424-51.8% | $5,478-34.7% | $10,885-67.1% |