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 | $50,537 | $77,634-34.9% | $156,549-67.7% | $62,891-19.6% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 8.85% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,230 | $3,444-64.3% | $5,501-77.6% | $2,281-46.1% |
| Participant deferral / active EE | $3,465 | $3,045+13.8% | $4,871-28.9% | $3,203+8.2% |
| Admin fee / account holder | $1,228 | $5,561-77.9% | $13,027-90.6% | $4,296-71.4% |