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 | $64,942 | $112,096-42.1% | $95,952-32.3% | $158,922-59.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 12.43% | 171.09%-158.7pp | 91.61%-79.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $824 | $3,198-74.2% | $2,541-67.6% | $4,761-82.7% |
| Participant deferral / active EE | $1,606 | $4,784-66.4% | $4,167-61.5% | $5,982-73.2% |
| Admin fee / account holder | $14,407 | $10,130+42.2% | $6,795+112.0% | $11,246+28.1% |