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 | $58,536 | $124,425-53.0% | $112,040-47.8% | $137,256-57.4% |
| Participation rate | 79.2% | 79.3%-0.1pp | 76.5%+2.7pp | 80.0%-0.8pp |
| Annual return | 15.99% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,190 | $3,411-65.1% | $2,954-59.7% | $4,156-71.4% |
| Participant deferral / active EE | $5,414 | $5,718-5.3% | $5,098+6.2% | $6,407-15.5% |
| Admin fee / account holder | $2,536 | $15,207-83.3% | $12,098-79.0% | $12,270-79.3% |