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 | $48,255 | $65,365-26.2% | $92,893-48.1% | $72,985-33.9% |
| Participation rate | 70.4% | 68.3%+2.1pp | 76.0%-5.6pp | 69.5%+0.9pp |
| Annual return | 17.43% | 42.10%-24.7pp | 109.41%-92.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,572 | $2,594-39.4% | $3,653-57.0% | $2,440-35.6% |
| Participant deferral / active EE | $2,849 | $3,128-8.9% | $4,236-32.7% | $3,607-21.0% |
| Admin fee / account holder | $1,904 | $4,251-55.2% | $5,794-67.1% | $5,124-62.8% |