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 | $61,177 | $106,890-42.8% | $84,015-27.2% | $152,861-60.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 22.11% | 104.99%-82.9pp | 71.31%-49.2pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,724 | $2,734-37.0% | $1,983-13.1% | $4,762-63.8% |
| Participant deferral / active EE | $4,500 | $4,011+12.2% | $3,239+38.9% | $5,850-23.1% |
| Admin fee / account holder | $3,049 | $8,285-63.2% | $6,101-50.0% | $11,596-73.7% |