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 | $26,203 | $116,175-77.4% | $93,606-72.0% | $152,861-82.9% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 22.58% | 35.96%-13.4pp | 32.76%-10.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,164 | $3,218-63.8% | $2,718-57.2% | $4,762-75.6% |
| Participant deferral / active EE | $3,416 | $4,603-25.8% | $4,069-16.0% | $5,850-41.6% |
| Admin fee / account holder | $6,417 | $10,748-40.3% | $7,888-18.7% | $11,596-44.7% |