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 | $63,452 | $102,966-38.4% | $90,281-29.7% | $152,861-58.5% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 16.00% | 95.16%-79.2pp | 78.10%-62.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,427 | $3,139-54.5% | $2,854-50.0% | $4,762-70.0% |
| Participant deferral / active EE | $3,171 | $4,281-25.9% | $3,885-18.4% | $5,850-45.8% |
| Admin fee / account holder | $1,188 | $6,171-80.7% | $5,351-77.8% | $11,596-89.8% |