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 | $75,278 | $115,882-35.0% | $100,516-25.1% | $158,922-52.6% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 14.82% | 34.79%-20.0pp | 30.89%-16.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,130 | $4,103-72.5% | $3,418-66.9% | $4,761-76.3% |
| Participant deferral / active EE | $2,137 | $6,674-68.0% | $6,270-65.9% | $5,982-64.3% |
| Admin fee / account holder | $334 | $10,995-97.0% | $8,081-95.9% | $11,246-97.0% |