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 | $50,201 | $73,933-32.1% | $96,683-48.1% | $75,163-33.2% |
| Participation rate | 96.1% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | 16.58% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,870 | $2,928-36.1% | $3,737-49.9% | $2,670-29.9% |
| Participant deferral / active EE | $3,706 | $3,659+1.3% | $4,878-24.0% | $4,125-10.2% |
| Admin fee / account holder | $9,967 | $5,216+91.1% | $6,730+48.1% | $5,651+76.4% |