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 | $54,014 | $94,752-43.0% | $112,887-52.2% | $139,434-61.3% |
| Participation rate | 75.0% | 81.3%-6.3pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 17.31% | 40.88%-23.6pp | 34.10%-16.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,946 | $4,625-36.3% | $4,563-35.4% | $4,751-38.0% |
| Participant deferral / active EE | $4,222 | $6,512-35.2% | $6,513-35.2% | $6,710-37.1% |
| Admin fee / account holder | $2,049 | $8,527-76.0% | $7,047-70.9% | $11,403-82.0% |