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 | $41,559 | $81,208-48.8% | $98,907-58.0% | $79,858-48.0% |
| Participation rate | 70.1% | 72.5%-2.4pp | 76.0%-5.9pp | 69.6%+0.5pp |
| Annual return | 16.95% | 60.99%-44.0pp | 196.43%-179.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,162 | $1,960-40.7% | $2,689-56.8% | $2,471-53.0% |
| Participant deferral / active EE | $2,169 | $3,265-33.6% | $4,244-48.9% | $3,740-42.0% |
| Admin fee / account holder | $1,971 | $6,013-67.2% | $6,642-70.3% | $5,306-62.9% |