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 | $49,662 | $81,208-38.8% | $98,907-49.8% | $79,858-37.8% |
| Participation rate | 72.0% | 72.5%-0.5pp | 76.0%-4.0pp | 69.6%+2.4pp |
| Annual return | 16.93% | 60.99%-44.1pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,206 | $1,960-38.4% | $2,689-55.1% | $2,471-51.2% |
| Participant deferral / active EE | $2,483 | $3,265-23.9% | $4,244-41.5% | $3,740-33.6% |
| Admin fee / account holder | $5,383 | $6,013-10.5% | $6,642-18.9% | $5,306+1.4% |