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 | $57,346 | $78,672-27.1% | $109,143-47.5% | $85,850-33.2% |
| Participation rate | 75.3% | 68.3%+7.0pp | 75.9%-0.6pp | 69.3%+6.0pp |
| Annual return | 16.12% | 25.09%-9.0pp | 25.75%-9.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,081 | $2,735-23.9% | $3,722-44.1% | $2,565-18.9% |
| Participant deferral / active EE | $4,291 | $3,467+23.7% | $4,653-7.8% | $3,952+8.6% |
| Admin fee / account holder | $2,528 | $5,469-53.8% | $6,752-62.6% | $6,260-59.6% |