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 | $65,262 | $228,332-71.4% | $185,823-64.9% | $158,922-58.9% |
| Participation rate | 79.2% | 82.3%-3.1pp | 78.0%+1.1pp | 82.0%-2.8pp |
| Annual return | 14.08% | 40.80%-26.7pp | 35.95%-21.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,074 | $4,967-38.1% | $4,087-24.8% | $4,761-35.4% |
| Participant deferral / active EE | $2,623 | $6,415-59.1% | $5,632-53.4% | $5,982-56.2% |
| Admin fee / account holder | $5,171 | $11,864-56.4% | $9,500-45.6% | $11,246-54.0% |