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 | $51,544 | $64,324-19.9% | $118,925-56.7% | $79,858-35.5% |
| Participation rate | 78.0% | 64.9%+13.2pp | 75.4%+2.6pp | 69.6%+8.4pp |
| Annual return | 16.32% | 86.45%-70.1pp | 35.88%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,136 | $1,836-38.1% | $3,263-65.2% | $2,471-54.0% |
| Participant deferral / active EE | $2,154 | $2,824-23.7% | $4,265-49.5% | $3,740-42.4% |
| Admin fee / account holder | $862 | $4,040-78.7% | $6,581-86.9% | $5,306-83.8% |