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 | $67,270 | $117,381-42.7% | $99,443-32.4% | $152,861-56.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 19.01% | 31.87%-12.9pp | 30.72%-11.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $896 | $3,013-70.3% | $2,540-64.7% | $4,762-81.2% |
| Participant deferral / active EE | $2,340 | $4,086-42.7% | $3,619-35.4% | $5,850-60.0% |
| Admin fee / account holder | $3,239 | $7,631-57.6% | $6,250-48.2% | $11,596-72.1% |