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 | $57,242 | $104,251-45.1% | $91,001-37.1% | $147,584-61.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 15.87% | 27.06%-11.2pp | 4.60%+11.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,392 | $3,116-55.3% | $2,456-43.3% | $4,876-71.4% |
| Participant deferral / active EE | $2,093 | $4,195-50.1% | $3,547-41.0% | $5,439-61.5% |
| Admin fee / account holder | $4,228 | $8,948-52.8% | $5,417-22.0% | $10,885-61.2% |