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 | $61,568 | $109,413-43.7% | $156,263-60.6% | $84,808-27.4% |
| Participation rate | 70.8% | 72.7%-1.9pp | 78.9%-8.1pp | 68.3%+2.5pp |
| Annual return | 16.02% | 20.18%-4.2pp | 59.47%-43.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,341 | $2,907-19.5% | $4,333-46.0% | $2,631-11.0% |
| Participant deferral / active EE | $3,819 | $4,590-16.8% | $6,158-38.0% | $4,212-9.3% |
| Admin fee / account holder | $1,849 | $9,357-80.2% | $14,255-87.0% | $7,344-74.8% |