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 | $58,072 | $87,013-33.3% | $106,213-45.3% | $80,856-28.2% |
| Participation rate | 94.6% | 70.4%+24.2pp | 75.3%+19.3pp | 67.6%+27.0pp |
| Annual return | 54.36% | 17.05%+37.3pp | 116.14%-61.8pp | 35.59%+18.8pp |
| Employer contribution / active EE | $1,984 | $2,395-17.2% | $3,171-37.4% | $2,755-28.0% |
| Participant deferral / active EE | $2,926 | $3,986-26.6% | $5,016-41.7% | $4,296-31.9% |
| Admin fee / account holder | $19,029 | $8,431+125.7% | $11,033+72.5% | $6,918+175.1% |