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 | $64,409 | $98,750-34.8% | $149,696-57.0% | $79,858-19.3% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.5%-10.5pp | 69.6%+2.4pp |
| Annual return | 21.70% | 27.43%-5.7pp | 276.60%-254.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,831 | $3,216-43.1% | $4,644-60.6% | $2,471-25.9% |
| Participant deferral / active EE | $3,692 | $5,680-35.0% | $6,842-46.0% | $3,740-1.3% |
| Admin fee / account holder | $2,478 | $6,053-59.1% | $9,309-73.4% | $5,306-53.3% |