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 | $58,794 | $149,734-60.7% | $118,925-50.6% | $158,922-63.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 21.57% | 19.95%+1.6pp | 35.88%-14.3pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,142 | $4,115-72.3% | $3,263-65.0% | $4,761-76.0% |
| Participant deferral / active EE | $3,074 | $5,223-41.2% | $4,265-27.9% | $5,982-48.6% |
| Admin fee / account holder | $3,292 | $8,603-61.7% | $6,581-50.0% | $11,246-70.7% |