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 | $58,639 | $80,968-27.6% | $96,544-39.3% | $75,163-22.0% |
| Participation rate | 70.9% | 71.8%-0.9pp | 76.0%-5.1pp | 67.2%+3.7pp |
| Annual return | 17.73% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,363 | $2,282-40.2% | $2,965-54.0% | $2,670-48.9% |
| Participant deferral / active EE | $4,180 | $3,928+6.4% | $4,851-13.8% | $4,125+1.3% |
| Admin fee / account holder | $6,193 | $6,724-7.9% | $8,252-25.0% | $5,651+9.6% |