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 | $54,320 | $85,022-36.1% | $70,515-23.0% | $139,434-61.0% |
| Participation rate | 72.7% | 73.9%-1.2pp | 68.3%+4.4pp | 80.3%-7.6pp |
| Annual return | 12.85% | 30.38%-17.5pp | 32.77%-19.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,779 | $3,909-54.5% | $2,973-40.2% | $4,751-62.6% |
| Participant deferral / active EE | $2,952 | $5,890-49.9% | $4,567-35.4% | $6,710-56.0% |
| Admin fee / account holder | $16,098 | $8,906+80.8% | $6,412+151.1% | $11,403+41.2% |