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 | $51,152 | $76,552-33.2% | $123,892-58.7% | $62,891-18.7% |
| Participation rate | 70.2% | 73.0%-2.8pp | 81.4%-11.2pp | 69.3%+0.9pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,641 | $2,883-43.1% | $4,617-64.5% | $2,281-28.1% |
| Participant deferral / active EE | $2,936 | $4,840-39.3% | $5,984-50.9% | $3,203-8.3% |
| Admin fee / account holder | $1,083 | $4,826-77.6% | $8,357-87.0% | $4,296-74.8% |