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 | $62,792 | $78,422-19.9% | $95,952-34.6% | $79,858-21.4% |
| Participation rate | 77.4% | 73.5%+3.9pp | 77.1%+0.3pp | 69.6%+7.8pp |
| Annual return | 11.91% | 19.37%-7.5pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $907 | $1,945-53.4% | $2,541-64.3% | $2,471-63.3% |
| Participant deferral / active EE | $2,642 | $3,440-23.2% | $4,167-36.6% | $3,740-29.4% |
| Admin fee / account holder | $1,373 | $5,622-75.6% | $6,795-79.8% | $5,306-74.1% |