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 | $53,520 | $91,552-41.5% | $133,956-60.0% | $79,858-33.0% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 12.43% | 61.85%-49.4pp | 45.09%-32.7pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,343 | $2,384-43.7% | $3,919-65.7% | $2,471-45.7% |
| Participant deferral / active EE | $2,900 | $3,733-22.3% | $5,048-42.6% | $3,740-22.5% |
| Admin fee / account holder | $614 | $6,321-90.3% | $8,927-93.1% | $5,306-88.4% |