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 | $48,848 | $80,968-39.7% | $96,544-49.4% | $75,163-35.0% |
| Participation rate | 78.3% | 71.8%+6.6pp | 76.0%+2.4pp | 67.2%+11.1pp |
| Annual return | 16.29% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,656 | $2,282-27.4% | $2,965-44.2% | $2,670-38.0% |
| Participant deferral / active EE | $2,753 | $3,928-29.9% | $4,851-43.3% | $4,125-33.3% |
| Admin fee / account holder | $12,096 | $6,724+79.9% | $8,252+46.6% | $5,651+114.0% |