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 | $74,516 | $99,020-24.7% | $86,590-13.9% | $147,584-49.5% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 13.35% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,802 | $3,132-42.4% | $2,839-36.5% | $4,876-63.0% |
| Participant deferral / active EE | $5,014 | $3,972+26.2% | $3,609+39.0% | $5,439-7.8% |
| Admin fee / account holder | $31,896 | $5,710+458.6% | $4,906+550.2% | $10,885+193.0% |