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 | $51,609 | $89,355-42.2% | $141,162-63.4% | $72,985-29.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 21.45% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,328 | $3,114-25.3% | $4,735-50.8% | $2,440-4.6% |
| Participant deferral / active EE | $2,932 | $5,418-45.9% | $6,709-56.3% | $3,607-18.7% |
| Admin fee / account holder | $5,336 | $5,958-10.4% | $10,261-48.0% | $5,124+4.1% |