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 | $82,257 | $111,754-26.4% | $103,333-20.4% | $145,922-43.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 11.60% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,213 | $4,212-47.5% | $3,868-42.8% | $4,660-52.5% |
| Participant deferral / active EE | $7,416 | $5,619+32.0% | $5,057+46.6% | $6,688+10.9% |
| Admin fee / account holder | $1,710 | $9,750-82.5% | $8,355-79.5% | $13,397-87.2% |