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 | $37,619 | $73,933-49.1% | $96,683-61.1% | $75,163-49.9% |
| Participation rate | 73.8% | 66.4%+7.3pp | 74.3%-0.6pp | 67.2%+6.6pp |
| Annual return | 15.23% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,005 | $2,928-31.5% | $3,737-46.3% | $2,670-24.9% |
| Participant deferral / active EE | $3,925 | $3,659+7.3% | $4,878-19.5% | $4,125-4.8% |
| Admin fee / account holder | $3,597 | $5,216-31.0% | $6,730-46.6% | $5,651-36.3% |