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 | $75,233 | $137,414-45.3% | $189,513-60.3% | $85,850-12.4% |
| Participation rate | 70.3% | 84.6%-14.3pp | 87.8%-17.5pp | 69.3%+1.0pp |
| Annual return | 16.34% | 38.14%-21.8pp | 555.15%-538.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,091 | $4,344-51.9% | $6,162-66.1% | $2,565-18.5% |
| Participant deferral / active EE | $3,495 | $6,260-44.2% | $8,221-57.5% | $3,952-11.6% |
| Admin fee / account holder | $3,199 | $8,630-62.9% | $12,045-73.4% | $6,260-48.9% |