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 | $53,451 | $86,929-38.5% | $102,423-47.8% | $80,856-33.9% |
| Participation rate | 72.2% | 72.4%-0.2pp | 76.5%-4.3pp | 67.6%+4.6pp |
| Annual return | 10.40% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,445 | $2,369-39.0% | $3,023-52.2% | $2,755-47.6% |
| Participant deferral / active EE | $2,249 | $4,118-45.4% | $5,053-55.5% | $4,296-47.7% |
| Admin fee / account holder | $18,619 | $8,049+131.3% | $9,451+97.0% | $6,918+169.1% |