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 | $53,506 | $83,337-35.8% | $67,834-21.1% | $273,961-80.5% |
| Participation rate | 71.4% | 76.4%-5.0pp | 68.8%+2.6pp | 83.0%-11.6pp |
| Annual return | 12.26% | 259.45%-247.2pp | 138.47%-126.2pp | 41.45%-29.2pp |
| Employer contribution / active EE | $2,604 | $3,287-20.8% | $2,403+8.3% | $4,869-46.5% |
| Participant deferral / active EE | $4,876 | $4,088+19.3% | $3,160+54.3% | $5,287-7.8% |
| Admin fee / account holder | $565 | $6,752-91.6% | $4,622-87.8% | $10,132-94.4% |