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 | $51,669 | $77,899-33.7% | $149,673-65.5% | $75,163-31.3% |
| Participation rate | 78.9% | 65.6%+13.4pp | 78.8%+0.2pp | 67.2%+11.8pp |
| Annual return | 14.83% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,824 | $3,137-41.9% | $4,818-62.1% | $2,670-31.7% |
| Participant deferral / active EE | $5,416 | $3,411+58.8% | $5,680-4.7% | $4,125+31.3% |
| Admin fee / account holder | $4,802 | $5,956-19.4% | $13,210-63.6% | $5,651-15.0% |