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 | $74,061 | $125,758-41.1% | $169,993-56.4% | $75,163-1.5% |
| Participation rate | 82.5% | 83.6%-1.1pp | 87.0%-4.5pp | 67.2%+15.3pp |
| Annual return | 16.72% | 27.20%-10.5pp | 53.37%-36.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,335 | $4,615-49.4% | $6,785-65.6% | $2,670-12.5% |
| Participant deferral / active EE | $3,899 | $6,837-43.0% | $10,408-62.5% | $4,125-5.5% |
| Admin fee / account holder | $2,158 | $8,173-73.6% | $12,815-83.2% | $5,651-61.8% |