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 5-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 | $41,889 | $127,065-67.0% | $113,168-63.0% | $142,382-70.6% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 19.22% | 24.03%-4.8pp | 24.27%-5.0pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,787 | $3,442-19.0% | $2,975-6.3% | $4,299-35.2% |
| Participant deferral / active EE | $4,750 | $5,716-16.9% | $5,107-7.0% | $6,507-27.0% |
| Admin fee / account holder | $2,735 | $15,736-82.6% | $12,068-77.3% | $12,624-78.3% |