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 | $49,623 | $106,515-53.4% | $96,683-48.7% | $139,434-64.4% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 16.08% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,382 | $4,103-42.0% | $3,737-36.3% | $4,751-49.9% |
| Participant deferral / active EE | $3,128 | $5,454-42.6% | $4,878-35.9% | $6,710-53.4% |
| Admin fee / account holder | $14,468 | $7,877+83.7% | $6,730+115.0% | $11,403+26.9% |