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 | $51,904 | $105,126-50.6% | $94,646-45.2% | $139,434-62.8% |
| Participation rate | 78.6% | 82.4%-3.8pp | 80.8%-2.3pp | 80.3%-1.7pp |
| Annual return | 13.12% | 38.03%-24.9pp | 156.71%-143.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,659 | $4,106-59.6% | $3,672-54.8% | $4,751-65.1% |
| Participant deferral / active EE | $6,252 | $7,599-17.7% | $7,418-15.7% | $6,710-6.8% |
| Admin fee / account holder | $30,231 | $8,984+236.5% | $7,231+318.1% | $11,403+165.1% |