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 | $50,649 | $77,419-34.6% | $69,455-27.1% | $152,861-66.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 22.04% | 39.06%-17.0pp | 28.97%-6.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,666 | $3,315-19.6% | $2,779-4.1% | $4,762-44.0% |
| Participant deferral / active EE | $4,330 | $4,414-1.9% | $3,535+22.5% | $5,850-26.0% |
| Admin fee / account holder | $2,429 | $6,207-60.9% | $3,839-36.7% | $11,596-79.1% |