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 | $49,215 | $105,859-53.5% | $90,160-45.4% | $147,584-66.7% |
| Participation rate | 70.6% | 79.7%-9.2pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 21.01% | 37.63%-16.6pp | 34.88%-13.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $4,495 | $4,126+8.9% | $3,318+35.5% | $4,876-7.8% |
| Participant deferral / active EE | $5,670 | $5,733-1.1% | $5,288+7.2% | $5,439+4.2% |
| Admin fee / account holder | $2,578 | $8,046-68.0% | $5,943-56.6% | $10,885-76.3% |