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 | $70,744 | $99,020-28.6% | $86,590-18.3% | $147,584-52.1% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | 14.26% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,186 | $3,132-62.1% | $2,839-58.2% | $4,876-75.7% |
| Participant deferral / active EE | $1,769 | $3,972-55.5% | $3,609-51.0% | $5,439-67.5% |
| Admin fee / account holder | $1,199 | $5,710-79.0% | $4,906-75.6% | $10,885-89.0% |