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 | $49,282 | $127,065-61.2% | $113,168-56.5% | $142,382-65.4% |
| Participation rate | 76.9% | 79.2%-2.3pp | 76.6%+0.4pp | 80.1%-3.2pp |
| Annual return | 10.47% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,191 | $3,442-36.4% | $2,975-26.4% | $4,299-49.0% |
| Participant deferral / active EE | $5,911 | $5,716+3.4% | $5,107+15.8% | $6,507-9.2% |
| Admin fee / account holder | $37,990 | $15,736+141.4% | $12,068+214.8% | $12,624+200.9% |