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 | $38,890 | $126,574-69.3% | $106,213-63.4% | $145,922-73.3% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 11.66% | 224.79%-213.1pp | 116.14%-104.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $989 | $3,730-73.5% | $3,171-68.8% | $4,660-78.8% |
| Participant deferral / active EE | $3,957 | $5,724-30.9% | $5,016-21.1% | $6,688-40.8% |
| Admin fee / account holder | $4,044 | $17,304-76.6% | $11,033-63.3% | $13,397-69.8% |