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 | $48,877 | $80,968-39.6% | $96,544-49.4% | $75,163-35.0% |
| Participation rate | 72.5% | 71.8%+0.8pp | 76.0%-3.4pp | 67.2%+5.4pp |
| Annual return | 16.81% | 27.06%-10.2pp | 25.84%-9.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,396 | $2,282-38.8% | $2,965-52.9% | $2,670-47.7% |
| Participant deferral / active EE | $2,539 | $3,928-35.4% | $4,851-47.7% | $4,125-38.4% |
| Admin fee / account holder | $12,379 | $6,724+84.1% | $8,252+50.0% | $5,651+119.1% |