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 | $54,126 | $98,240-44.9% | $82,313-34.2% | $147,584-63.3% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 13.82% | 30.85%-17.0pp | 25.88%-12.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $751 | $3,192-76.5% | $2,428-69.1% | $4,876-84.6% |
| Participant deferral / active EE | $2,773 | $4,383-36.7% | $3,706-25.2% | $5,439-49.0% |
| Admin fee / account holder | $2,909 | $8,563-66.0% | $5,608-48.1% | $10,885-73.3% |