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 | $52,217 | $106,515-51.0% | $96,683-46.0% | $139,434-62.6% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 12.70% | 38.43%-25.7pp | 35.69%-23.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,141 | $4,103-47.8% | $3,737-42.7% | $4,751-54.9% |
| Participant deferral / active EE | $4,660 | $5,454-14.6% | $4,878-4.5% | $6,710-30.6% |
| Admin fee / account holder | $1,251 | $7,877-84.1% | $6,730-81.4% | $11,403-89.0% |