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 | $56,244 | $83,477-32.6% | $125,175-55.1% | $72,985-22.9% |
| Participation rate | 74.5% | 73.3%+1.2pp | 79.8%-5.2pp | 69.5%+5.1pp |
| Annual return | 24.05% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,000 | $2,345-14.7% | $3,865-48.3% | $2,440-18.0% |
| Participant deferral / active EE | $4,216 | $3,585+17.6% | $4,937-14.6% | $3,607+16.9% |
| Admin fee / account holder | $16,886 | $5,517+206.1% | $9,702+74.0% | $5,124+229.5% |