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 | $57,547 | $112,096-48.7% | $95,952-40.0% | $158,922-63.8% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 15.10% | 171.09%-156.0pp | 91.61%-76.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,377 | $3,198-25.7% | $2,541-6.4% | $4,761-50.1% |
| Participant deferral / active EE | $5,775 | $4,784+20.7% | $4,167+38.6% | $5,982-3.5% |
| Admin fee / account holder | $5,420 | $10,130-46.5% | $6,795-20.2% | $11,246-51.8% |