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 | $57,142 | $110,257-48.2% | $96,544-40.8% | $139,434-59.0% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 17.46% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,752 | $3,620+3.7% | $2,965+26.5% | $4,751-21.0% |
| Participant deferral / active EE | $7,017 | $5,548+26.5% | $4,851+44.7% | $6,710+4.6% |
| Admin fee / account holder | $1,255 | $11,591-89.2% | $8,252-84.8% | $11,403-89.0% |