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 | $78,088 | $99,877-21.8% | $84,966-8.1% | $145,922-46.5% |
| Participation rate | 81.8% | 74.1%+7.7pp | 67.5%+14.3pp | 80.3%+1.5pp |
| Annual return | 15.49% | 83.76%-68.3pp | 66.38%-50.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $786 | $3,231-75.7% | $2,727-71.2% | $4,660-83.1% |
| Participant deferral / active EE | $1,709 | $5,291-67.7% | $4,519-62.2% | $6,688-74.4% |
| Admin fee / account holder | $5,974 | $7,248-17.6% | $6,149-2.8% | $13,397-55.4% |