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 | $54,888 | $127,065-56.8% | $113,168-51.5% | $142,382-61.5% |
| Participation rate | 78.9% | 79.2%-0.3pp | 76.6%+2.4pp | 80.1%-1.2pp |
| Annual return | 13.02% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,285 | $3,442-33.6% | $2,975-23.2% | $4,299-46.8% |
| Participant deferral / active EE | $5,076 | $5,716-11.2% | $5,107-0.6% | $6,507-22.0% |
| Admin fee / account holder | $9,374 | $15,736-40.4% | $12,068-22.3% | $12,624-25.7% |