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 | $51,180 | $76,552-33.1% | $123,892-58.7% | $62,891-18.6% |
| Participation rate | 71.1% | 73.0%-1.9pp | 81.4%-10.3pp | 69.3%+1.8pp |
| Annual return | 7.76% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,284 | $2,883-55.5% | $4,617-72.2% | $2,281-43.7% |
| Participant deferral / active EE | $2,808 | $4,840-42.0% | $5,984-53.1% | $3,203-12.3% |
| Admin fee / account holder | $340 | $4,826-93.0% | $8,357-95.9% | $4,296-92.1% |