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 | $53,992 | $61,605-12.4% | $112,229-51.9% | $75,163-28.2% |
| Participation rate | 79.5% | 61.7%+17.8pp | 72.4%+7.1pp | 67.2%+12.3pp |
| Annual return | 15.08% | 28.47%-13.4pp | 30.20%-15.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,752 | $2,015-13.1% | $3,430-48.9% | $2,670-34.4% |
| Participant deferral / active EE | $3,080 | $3,108-0.9% | $4,798-35.8% | $4,125-25.3% |
| Admin fee / account holder | $20,718 | $4,862+326.1% | $7,748+167.4% | $5,651+266.6% |