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 | $39,699 | $73,933-46.3% | $96,683-58.9% | $75,163-47.2% |
| Participation rate | 71.1% | 66.4%+4.7pp | 74.3%-3.2pp | 67.2%+3.9pp |
| Annual return | 14.05% | 26.70%-12.7pp | 35.69%-21.6pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,038 | $2,928-30.4% | $3,737-45.4% | $2,670-23.6% |
| Participant deferral / active EE | $4,397 | $3,659+20.2% | $4,878-9.9% | $4,125+6.6% |
| Admin fee / account holder | $1,446 | $5,216-72.3% | $6,730-78.5% | $5,651-74.4% |