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 | $53,189 | $109,359-51.4% | $162,163-67.2% | $72,985-27.1% |
| Participation rate | 83.6% | 84.3%-0.6pp | 87.6%-3.9pp | 69.5%+14.1pp |
| Annual return | 23.32% | 25.46%-2.1pp | 115.59%-92.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,559 | $3,907-60.1% | $5,614-72.2% | $2,440-36.1% |
| Participant deferral / active EE | $3,915 | $5,481-28.6% | $7,298-46.4% | $3,607+8.5% |
| Admin fee / account holder | $844 | $7,972-89.4% | $10,843-92.2% | $5,124-83.5% |