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 | $31,316 | $104,907-70.1% | $84,611-63.0% | $152,861-79.5% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 21.96% | 373.79%-351.8pp | 258.74%-236.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,072 | $3,302-67.5% | $2,652-59.6% | $4,762-77.5% |
| Participant deferral / active EE | $1,978 | $4,688-57.8% | $3,899-49.3% | $5,850-66.2% |
| Admin fee / account holder | $4,970 | $6,241-20.4% | $4,912+1.2% | $11,596-57.1% |