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 | $27,856 | $127,777-78.2% | $106,548-73.9% | $167,490-83.4% |
| Participation rate | 76.9% | 78.3%-1.3pp | 76.1%+0.8pp | 82.1%-5.2pp |
| Annual return | 13.42% | 33.87%-20.4pp | 26.80%-13.4pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,198 | $3,427-65.0% | $2,819-57.5% | $4,837-75.2% |
| Participant deferral / active EE | $3,033 | $5,087-40.4% | $4,398-31.0% | $6,341-52.2% |
| Admin fee / account holder | $1,511 | $11,228-86.5% | $7,407-79.6% | $12,309-87.7% |