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 | $52,783 | $105,181-49.8% | $159,436-66.9% | $85,850-38.5% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 24.98% | 45.07%-20.1pp | 263.57%-238.6pp | 318.53%-293.6pp |
| Employer contribution / active EE | $1,203 | $3,318-63.8% | $4,829-75.1% | $2,565-53.1% |
| Participant deferral / active EE | $4,371 | $5,945-26.5% | $7,352-40.5% | $3,952+10.6% |
| Admin fee / account holder | $5,415 | $6,933-21.9% | $10,799-49.9% | $6,260-13.5% |