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 | $49,415 | $84,233-41.3% | $170,442-71.0% | $70,131-29.5% |
| Participation rate | 72.0% | 70.8%+1.2pp | 83.6%-11.6pp | 69.5%+2.5pp |
| Annual return | 17.79% | 23.06%-5.3pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,956 | $3,387-12.7% | $5,433-45.6% | $2,342+26.2% |
| Participant deferral / active EE | $2,837 | $3,086-8.1% | $4,939-42.6% | $3,332-14.9% |
| Admin fee / account holder | $795 | $5,698-86.0% | $13,880-94.3% | $4,645-82.9% |