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 | $77,677 | $107,934-28.0% | $91,989-15.6% | $152,861-49.2% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 18.62% | 89.24%-70.6pp | 69.02%-50.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $872 | $4,210-79.3% | $3,452-74.7% | $4,762-81.7% |
| Participant deferral / active EE | $5,439 | $6,364-14.5% | $5,923-8.2% | $5,850-7.0% |
| Admin fee / account holder | $4,170 | $10,520-60.4% | $7,743-46.1% | $11,596-64.0% |