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 | $61,929 | $117,381-47.2% | $99,443-37.7% | $152,861-59.5% |
| Participation rate | 76.2% | 77.5%-1.4pp | 73.8%+2.4pp | 82.4%-6.3pp |
| Annual return | 24.52% | 31.87%-7.3pp | 30.72%-6.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,445 | $3,013-18.8% | $2,540-3.7% | $4,762-48.7% |
| Participant deferral / active EE | $6,707 | $4,086+64.1% | $3,619+85.3% | $5,850+14.6% |
| Admin fee / account holder | $7,439 | $7,631-2.5% | $6,250+19.0% | $11,596-35.8% |