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 | $26,563 | $127,386-79.1% | $115,037-76.9% | $125,391-78.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 2.08% | 31.28%-29.2pp | 26.14%-24.1pp | 282.22%-280.1pp |
| Employer contribution / active EE | $3,411 | $5,166-34.0% | $4,608-26.0% | $4,866-29.9% |
| Participant deferral / active EE | $6,417 | $6,423-0.1% | $6,026+6.5% | $5,352+19.9% |
| Admin fee / account holder | $178,160 | $9,516+1772.2% | $8,175+2079.3% | $9,540+1767.4% |