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 | $44,311 | $78,422-43.5% | $95,952-53.8% | $79,858-44.5% |
| Participation rate | 78.0% | 73.5%+4.5pp | 77.1%+0.9pp | 69.6%+8.4pp |
| Annual return | 16.32% | 19.37%-3.1pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,542 | $1,945-20.7% | $2,541-39.3% | $2,471-37.6% |
| Participant deferral / active EE | $4,022 | $3,440+16.9% | $4,167-3.5% | $3,740+7.5% |
| Admin fee / account holder | $608 | $5,622-89.2% | $6,795-91.1% | $5,306-88.5% |