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 | $48,749 | $135,952-64.1% | $123,892-60.7% | $273,961-82.2% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,441 | $5,170-52.8% | $4,617-47.1% | $4,869-49.9% |
| Participant deferral / active EE | $3,878 | $6,343-38.9% | $5,984-35.2% | $5,287-26.7% |
| Admin fee / account holder | $780 | $9,817-92.1% | $8,357-90.7% | $10,132-92.3% |