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 | $31,683 | $127,386-75.1% | $115,037-72.5% | $125,391-74.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | 36.79% | 31.28%+5.5pp | 26.14%+10.6pp | 282.22%-245.4pp |
| Employer contribution / active EE | $4,218 | $5,166-18.4% | $4,608-8.5% | $4,866-13.3% |
| Participant deferral / active EE | $3,276 | $6,423-49.0% | $6,026-45.6% | $5,352-38.8% |
| Admin fee / account holder | $1,653 | $9,516-82.6% | $8,175-79.8% | $9,540-82.7% |