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 | $114,301 | $140,940-18.9% | $112,229+1.8% | $139,434-18.0% |
| Participation rate | 73.3% | 79.2%-5.9pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 23.03% | 32.71%-9.7pp | 30.20%-7.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,265 | $4,283-47.1% | $3,430-34.0% | $4,751-52.3% |
| Participant deferral / active EE | $5,415 | $5,874-7.8% | $4,798+12.9% | $6,710-19.3% |
| Admin fee / account holder | $5,234 | $9,954-47.4% | $7,748-32.4% | $11,403-54.1% |