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 | $50,486 | $124,319-59.4% | $111,297-54.6% | $167,490-69.9% |
| Participation rate | 78.9% | 79.6%-0.7pp | 77.3%+1.6pp | 82.1%-3.2pp |
| Annual return | 14.29% | 37.44%-23.1pp | 54.65%-40.4pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,425 | $3,435-29.4% | $2,731-11.2% | $4,837-49.9% |
| Participant deferral / active EE | $4,202 | $5,180-18.9% | $4,487-6.4% | $6,341-33.7% |
| Admin fee / account holder | $5,713 | $10,618-46.2% | $7,964-28.3% | $12,309-53.6% |