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 | $53,505 | $86,286-38.0% | $111,297-51.9% | $85,850-37.7% |
| Participation rate | 71.6% | 73.3%-1.7pp | 77.3%-5.7pp | 69.3%+2.3pp |
| Annual return | 13.49% | 19.99%-6.5pp | 54.65%-41.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,386 | $2,043-32.2% | $2,731-49.3% | $2,565-46.0% |
| Participant deferral / active EE | $3,359 | $3,641-7.7% | $4,487-25.1% | $3,952-15.0% |
| Admin fee / account holder | $5,436 | $8,188-33.6% | $7,964-31.7% | $6,260-13.2% |