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 | $46,084 | $115,882-60.2% | $100,516-54.2% | $158,922-71.0% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 15.61% | 34.79%-19.2pp | 30.89%-15.3pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,078 | $4,103-73.7% | $3,418-68.5% | $4,761-77.4% |
| Participant deferral / active EE | $2,010 | $6,674-69.9% | $6,270-67.9% | $5,982-66.4% |
| Admin fee / account holder | $4,081 | $10,995-62.9% | $8,081-49.5% | $11,246-63.7% |