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 | $34,680 | $106,515-67.4% | $96,683-64.1% | $139,434-75.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.45% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,086 | $4,103-49.1% | $3,737-44.2% | $4,751-56.1% |
| Participant deferral / active EE | $4,133 | $5,454-24.2% | $4,878-15.3% | $6,710-38.4% |
| Admin fee / account holder | $9,643 | $7,877+22.4% | $6,730+43.3% | $11,403-15.4% |