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 | $33,826 | $115,882-70.8% | $100,516-66.3% | $158,922-78.7% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 16.71% | 34.79%-18.1pp | 30.89%-14.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,959 | $4,103-52.3% | $3,418-42.7% | $4,761-58.9% |
| Participant deferral / active EE | $6,272 | $6,674-6.0% | $6,2700% | $5,982+4.8% |
| Admin fee / account holder | $2,149 | $10,995-80.5% | $8,081-73.4% | $11,246-80.9% |