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 | $48,114 | $91,538-47.4% | $129,995-63.0% | $75,163-36.0% |
| Participation rate | 79.4% | 71.4%+8.0pp | 78.5%+0.9pp | 67.2%+12.2pp |
| Annual return | 17.67% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,436 | $2,845-49.5% | $4,320-66.8% | $2,670-46.2% |
| Participant deferral / active EE | $3,323 | $4,341-23.4% | $5,820-42.9% | $4,125-19.4% |
| Admin fee / account holder | $3,964 | $6,790-41.6% | $10,614-62.7% | $5,651-29.9% |