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 | $53,456 | $152,587-65.0% | $125,175-57.3% | $152,861-65.0% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 11.49% | 54.84%-43.4pp | 43.79%-32.3pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,774 | $4,946-64.1% | $3,865-54.1% | $4,762-62.8% |
| Participant deferral / active EE | $2,273 | $5,868-61.3% | $4,937-54.0% | $5,850-61.1% |
| Admin fee / account holder | $1,101 | $13,434-91.8% | $9,702-88.7% | $11,596-90.5% |