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 | $47,421 | $65,365-27.5% | $92,893-49.0% | $72,985-35.0% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 24.22% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,681 | $2,594-35.2% | $3,653-54.0% | $2,440-31.1% |
| Participant deferral / active EE | $3,910 | $3,128+25.0% | $4,236-7.7% | $3,607+8.4% |
| Admin fee / account holder | $1,866 | $4,251-56.1% | $5,794-67.8% | $5,124-63.6% |