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 | $47,990 | $87,733-45.3% | $106,548-55.0% | $85,850-44.1% |
| Participation rate | 78.6% | 71.9%+6.6pp | 76.1%+2.4pp | 69.3%+9.3pp |
| Annual return | 12.35% | 21.86%-9.5pp | 26.80%-14.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,236 | $2,073-40.4% | $2,819-56.2% | $2,565-51.8% |
| Participant deferral / active EE | $3,621 | $3,469+4.4% | $4,398-17.7% | $3,952-8.4% |
| Admin fee / account holder | $2,570 | $6,767-62.0% | $7,407-65.3% | $6,260-58.9% |