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 | $82,131 | $197,591-58.4% | $177,821-53.8% | $158,922-48.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 7.87% | 58.76%-50.9pp | 48.32%-40.4pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,890 | $6,697-71.8% | $5,918-68.1% | $4,761-60.3% |
| Participant deferral / active EE | $4,232 | $8,405-49.7% | $7,714-45.1% | $5,982-29.3% |
| Admin fee / account holder | $33,057 | $15,399+114.7% | $12,427+166.0% | $11,246+194.0% |