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 | $43,954 | $85,766-48.8% | $136,294-67.8% | $70,131-37.3% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 16.41% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,143 | $2,966-61.5% | $4,695-75.7% | $2,342-51.2% |
| Participant deferral / active EE | $5,424 | $5,051+7.4% | $6,247-13.2% | $3,332+62.8% |
| Admin fee / account holder | $1,847 | $5,420-65.9% | $9,243-80.0% | $4,645-60.2% |