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 | $34,579 | $96,635-64.2% | $86,612-60.1% | $139,434-75.2% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 15.42% | 106.41%-91.0pp | 591.07%-575.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,561 | $3,263-21.5% | $3,022-15.3% | $4,751-46.1% |
| Participant deferral / active EE | $3,438 | $4,836-28.9% | $4,438-22.5% | $6,710-48.8% |
| Admin fee / account holder | $1,181 | $6,408-81.6% | $5,614-79.0% | $11,403-89.6% |