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 | $59,571 | $73,933-19.4% | $96,683-38.4% | $75,163-20.7% |
| Participation rate | 81.8% | 66.4%+15.4pp | 74.3%+7.5pp | 67.2%+14.6pp |
| Annual return | 17.88% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,061 | $2,928-63.8% | $3,737-71.6% | $2,670-60.3% |
| Participant deferral / active EE | $4,150 | $3,659+13.4% | $4,878-14.9% | $4,125+0.6% |
| Admin fee / account holder | $1,361 | $5,216-73.9% | $6,730-79.8% | $5,651-75.9% |