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 | $57,820 | $81,233-28.8% | $155,567-62.8% | $80,874-28.5% |
| Participation rate | 81.7% | 66.2%+15.5pp | 78.2%+3.5pp | 67.6%+14.0pp |
| Annual return | 22.22% | 33.33%-11.1pp | 64.74%-42.5pp | 35.62%-13.4pp |
| Employer contribution / active EE | $2,435 | $3,101-21.5% | $4,674-47.9% | $2,756-11.6% |
| Participant deferral / active EE | $3,747 | $3,452+8.6% | $5,628-33.4% | $4,297-12.8% |
| Admin fee / account holder | $1,219 | $7,998-84.8% | $15,916-92.3% | $6,935-82.4% |