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 | $53,255 | $95,803-44.4% | $113,168-52.9% | $84,808-37.2% |
| Participation rate | 72.5% | 72.9%-0.3pp | 76.6%-4.0pp | 68.3%+4.2pp |
| Annual return | 18.14% | 25.00%-6.9pp | 24.27%-6.1pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,864 | $2,360-21.0% | $2,975-37.4% | $2,631-29.2% |
| Participant deferral / active EE | $2,999 | $4,242-29.3% | $5,107-41.3% | $4,212-28.8% |
| Admin fee / account holder | $1,453 | $8,989-83.8% | $12,068-88.0% | $7,344-80.2% |