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 | $46,661 | $106,749-56.3% | $145,433-67.9% | $82,448-43.4% |
| Participation rate | 72.0% | 75.6%-3.6pp | 82.1%-10.1pp | 68.1%+3.9pp |
| Annual return | 15.81% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,057 | $6,519+8.3% | $7,897-10.6% | $4,139+70.5% |
| Admin fee / account holder | $3,611 | $8,390-57.0% | $13,129-72.5% | $7,234-50.1% |