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 | $57,981 | $85,766-32.4% | $136,294-57.5% | $70,131-17.3% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 17.07% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,063 | $2,966-64.2% | $4,695-77.4% | $2,342-54.6% |
| Participant deferral / active EE | $2,528 | $5,051-50.0% | $6,247-59.5% | $3,332-24.1% |
| Admin fee / account holder | $2,261 | $5,420-58.3% | $9,243-75.5% | $4,645-51.3% |