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 | $49,321 | $68,547-28.0% | $120,354-59.0% | $80,856-39.0% |
| Participation rate | 81.6% | 61.6%+20.0pp | 71.9%+9.7pp | 67.6%+13.9pp |
| Annual return | 12.40% | 23.60%-11.2pp | 107.15%-94.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,771 | $2,051-13.7% | $3,463-48.9% | $2,755-35.7% |
| Participant deferral / active EE | $4,234 | $3,173+33.4% | $4,991-15.2% | $4,296-1.4% |
| Admin fee / account holder | $5,008 | $5,732-12.6% | $9,423-46.9% | $6,918-27.6% |