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 | $60,965 | $115,770-47.3% | $101,248-39.8% | $158,922-61.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 16.33% | 56.14%-39.8pp | 46.47%-30.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,293 | $4,175+50.8% | $3,660+72.0% | $4,761+32.2% |
| Participant deferral / active EE | $4,110 | $4,957-17.1% | $4,370-6.0% | $5,982-31.3% |
| Admin fee / account holder | $2,849 | $7,245-60.7% | $5,945-52.1% | $11,246-74.7% |