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 | $49,147 | $109,413-55.1% | $156,263-68.5% | $84,808-42.0% |
| Participation rate | 78.8% | 72.7%+6.1pp | 78.9%-0.1pp | 68.3%+10.5pp |
| Annual return | 17.27% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,398 | $2,907-51.9% | $4,333-67.7% | $2,631-46.9% |
| Participant deferral / active EE | $6,035 | $4,590+31.5% | $6,158-2.0% | $4,212+43.3% |
| Admin fee / account holder | $6,463 | $9,357-30.9% | $14,255-54.7% | $7,344-12.0% |