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 | $45,865 | $98,750-53.6% | $149,696-69.4% | $79,858-42.6% |
| Participation rate | 70.7% | 75.8%-5.1pp | 82.5%-11.8pp | 69.6%+1.1pp |
| Annual return | 14.63% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,011 | $3,216-37.5% | $4,644-56.7% | $2,471-18.6% |
| Participant deferral / active EE | $3,629 | $5,680-36.1% | $6,842-47.0% | $3,740-3.0% |
| Admin fee / account holder | $2,653 | $6,053-56.2% | $9,309-71.5% | $5,306-50.0% |