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 | $52,140 | $138,347-62.3% | $184,203-71.7% | $80,856-35.5% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.6%+15.1pp |
| Annual return | 12.51% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,278 | $4,850-53.0% | $6,427-64.6% | $2,755-17.3% |
| Participant deferral / active EE | $5,766 | $7,071-18.4% | $9,131-36.9% | $4,296+34.2% |
| Admin fee / account holder | $1,074 | $10,483-89.8% | $13,901-92.3% | $6,918-84.5% |