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 | $51,718 | $109,359-52.7% | $162,163-68.1% | $72,985-29.1% |
| Participation rate | 94.3% | 84.3%+10.1pp | 87.6%+6.8pp | 69.5%+24.9pp |
| Annual return | 21.36% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,705 | $3,907-56.4% | $5,614-69.6% | $2,440-30.1% |
| Participant deferral / active EE | $3,392 | $5,481-38.1% | $7,298-53.5% | $3,607-6.0% |
| Admin fee / account holder | $1,549 | $7,972-80.6% | $10,843-85.7% | $5,124-69.8% |