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 5-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 | $47,587 | $127,065-62.5% | $113,168-57.9% | $142,382-66.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 17.73% | 24.03%-6.3pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,971 | $3,442-42.7% | $2,975-33.7% | $4,299-54.1% |
| Participant deferral / active EE | $4,252 | $5,716-25.6% | $5,107-16.7% | $6,507-34.7% |
| Admin fee / account holder | $2,082 | $15,736-86.8% | $12,068-82.7% | $12,624-83.5% |