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 | $69,964 | $81,248-13.9% | $155,509-55.0% | $80,856-13.5% |
| Participation rate | 77.8% | 66.2%+11.5pp | 78.2%-0.4pp | 67.6%+10.1pp |
| Annual return | 21.43% | 33.31%-11.9pp | 64.67%-43.2pp | 35.59%-14.2pp |
| Employer contribution / active EE | $1,527 | $3,100-50.8% | $4,672-67.3% | $2,755-44.6% |
| Participant deferral / active EE | $3,682 | $3,452+6.7% | $5,626-34.6% | $4,296-14.3% |
| Admin fee / account holder | $1,628 | $7,997-79.6% | $15,912-89.8% | $6,918-76.5% |