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 | $54,611 | $85,022-35.8% | $70,515-22.6% | $139,434-60.8% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.3%+10.2pp | 80.3%-1.7pp |
| Annual return | 18.75% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,777 | $3,909-29.0% | $2,973-6.6% | $4,751-41.6% |
| Participant deferral / active EE | $4,160 | $5,890-29.4% | $4,567-8.9% | $6,710-38.0% |
| Admin fee / account holder | $1,379 | $8,906-84.5% | $6,412-78.5% | $11,403-87.9% |