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 | $50,997 | $61,605-17.2% | $112,229-54.6% | $75,163-32.2% |
| Participation rate | 70.7% | 61.7%+9.1pp | 72.4%-1.7pp | 67.2%+3.5pp |
| Annual return | 14.14% | 28.47%-14.3pp | 30.20%-16.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,657 | $2,015-17.8% | $3,430-51.7% | $2,670-37.9% |
| Participant deferral / active EE | $4,764 | $3,108+53.3% | $4,798-0.7% | $4,125+15.5% |
| Admin fee / account holder | $15,514 | $4,862+219.1% | $7,748+100.2% | $5,651+174.5% |