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 | $42,694 | $78,672-45.7% | $109,143-60.9% | $85,850-50.3% |
| Participation rate | 79.3% | 68.3%+11.0pp | 75.9%+3.4pp | 69.3%+10.0pp |
| Annual return | 19.22% | 25.09%-5.9pp | 25.75%-6.5pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,006 | $2,735-26.7% | $3,722-46.1% | $2,565-21.8% |
| Participant deferral / active EE | $3,834 | $3,467+10.6% | $4,653-17.6% | $3,952-3.0% |
| Admin fee / account holder | $784 | $5,469-85.7% | $6,752-88.4% | $6,260-87.5% |