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 | $102,929 | $176,377-41.6% | $134,143-23.3% | $158,922-35.2% |
| Participation rate | 72.7% | 78.7%-6.0pp | 72.2%+0.6pp | 82.0%-9.2pp |
| Annual return | 15.40% | 63.63%-48.2pp | 36.33%-20.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,780 | $5,040-64.7% | $3,704-51.9% | $4,761-62.6% |
| Participant deferral / active EE | $3,617 | $4,091-11.6% | $3,499+3.4% | $5,982-39.5% |
| Admin fee / account holder | $4,728 | $8,718-45.8% | $6,684-29.3% | $11,246-58.0% |