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 | $24,465 | $105,859-76.9% | $90,160-72.9% | $147,584-83.4% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 13.53% | 37.63%-24.1pp | 34.88%-21.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,094 | $4,126-25.0% | $3,318-6.7% | $4,876-36.5% |
| Participant deferral / active EE | $4,875 | $5,733-15.0% | $5,288-7.8% | $5,439-10.4% |
| Admin fee / account holder | $2,204 | $8,046-72.6% | $5,943-62.9% | $10,885-79.8% |