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 | $77,835 | $111,754-30.4% | $103,333-24.7% | $145,922-46.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.67% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,912 | $4,212-54.6% | $3,868-50.6% | $4,660-59.0% |
| Participant deferral / active EE | $4,026 | $5,619-28.3% | $5,057-20.4% | $6,688-39.8% |
| Admin fee / account holder | $32,729 | $9,750+235.7% | $8,355+291.7% | $13,397+144.3% |