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 | $65,225 | $115,882-43.7% | $100,516-35.1% | $158,922-59.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 7.27% | 34.79%-27.5pp | 30.89%-23.6pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,824 | $4,103-31.2% | $3,418-17.4% | $4,761-40.7% |
| Participant deferral / active EE | $3,210 | $6,674-51.9% | $6,270-48.8% | $5,982-46.3% |
| Admin fee / account holder | $2,286 | $10,995-79.2% | $8,081-71.7% | $11,246-79.7% |