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 | $51,751 | $117,381-55.9% | $99,443-48.0% | $152,861-66.1% |
| Participation rate | 70.0% | 77.5%-7.5pp | 73.8%-3.8pp | 82.4%-12.4pp |
| Annual return | 26.43% | 31.87%-5.4pp | 30.72%-4.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,286 | $3,013-24.1% | $2,540-10.0% | $4,762-52.0% |
| Participant deferral / active EE | $4,483 | $4,086+9.7% | $3,619+23.9% | $5,850-23.4% |
| Admin fee / account holder | $361 | $7,631-95.3% | $6,250-94.2% | $11,596-96.9% |