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 | $71,695 | $99,020-27.6% | $86,590-17.2% | $147,584-51.4% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 10.31% | 1312.34%-1302.0pp | 964.84%-954.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,952 | $3,132-37.7% | $2,839-31.3% | $4,876-60.0% |
| Participant deferral / active EE | $8,826 | $3,972+122.2% | $3,609+144.6% | $5,439+62.3% |
| Admin fee / account holder | $500 | $5,710-91.2% | $4,906-89.8% | $10,885-95.4% |