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 | $74,535 | $118,849-37.3% | $96,562-22.8% | $167,490-55.5% |
| Participation rate | 71.4% | 75.5%-4.0pp | 69.8%+1.6pp | 82.1%-10.7pp |
| Annual return | 13.56% | 50.49%-36.9pp | 37.78%-24.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $497 | $3,120-84.1% | $2,356-78.9% | $4,837-89.7% |
| Participant deferral / active EE | $5,340 | $4,616+15.7% | $3,849+38.7% | $6,341-15.8% |
| Admin fee / account holder | $3,203 | $8,065-60.3% | $6,181-48.2% | $12,309-74.0% |