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 | $52,217 | $110,257-52.6% | $96,544-45.9% | $139,434-62.6% |
| Participation rate | 81.0% | 78.1%+2.9pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 17.36% | 26.32%-9.0pp | 25.84%-8.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,189 | $3,620-67.1% | $2,965-59.9% | $4,751-75.0% |
| Participant deferral / active EE | $4,842 | $5,548-12.7% | $4,851-0.2% | $6,710-27.8% |
| Admin fee / account holder | $1,075 | $11,591-90.7% | $8,252-87.0% | $11,403-90.6% |