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 | $58,471 | $96,965-39.7% | $97,995-40.3% | $147,584-60.4% |
| Participation rate | 82.4% | 83.6%-1.3pp | 82.4%0pp | 82.8%-0.5pp |
| Annual return | 15.51% | 24.11%-8.6pp | 23.94%-8.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $4,625 | $4,536+2.0% | $4,158+11.2% | $4,876-5.1% |
| Participant deferral / active EE | $10,805 | $5,081+112.7% | $5,097+112.0% | $5,439+98.7% |
| Admin fee / account holder | $6,639 | $8,120-18.2% | $5,943+11.7% | $10,885-39.0% |