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 | $26,588 | $95,266-72.1% | $82,389-67.7% | $142,382-81.3% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 13.77% | 25.74%-12.0pp | 28.67%-14.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $6,293 | $2,991+110.4% | $2,517+150.0% | $4,299+46.4% |
| Participant deferral / active EE | $3,681 | $4,809-23.5% | $4,155-11.4% | $6,507-43.4% |
| Admin fee / account holder | $11,726 | $8,563+36.9% | $7,231+62.2% | $12,624-7.1% |