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 | $57,447 | $77,634-26.0% | $156,549-63.3% | $62,891-8.7% |
| Participation rate | 70.0% | 71.2%-1.2pp | 84.0%-14.0pp | 69.3%+0.7pp |
| Annual return | 7.46% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,500 | $3,444-56.4% | $5,501-72.7% | $2,281-34.2% |
| Participant deferral / active EE | $3,117 | $3,045+2.4% | $4,871-36.0% | $3,203-2.7% |
| Admin fee / account holder | $501 | $5,561-91.0% | $13,027-96.2% | $4,296-88.3% |