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 | $44,488 | $106,749-58.3% | $145,433-69.4% | $82,448-46.0% |
| Participation rate | 73.5% | 75.6%-2.1pp | 82.1%-8.6pp | 68.1%+5.5pp |
| Annual return | 14.40% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,603 | $3,444-53.5% | $4,554-64.8% | $2,551-37.2% |
| Participant deferral / active EE | $4,453 | $6,519-31.7% | $7,897-43.6% | $4,139+7.6% |
| Admin fee / account holder | $730 | $8,390-91.3% | $13,129-94.4% | $7,234-89.9% |