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 7-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 | $62,551 | $127,065-50.8% | $113,168-44.7% | $142,382-56.1% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 20.92% | 24.03%-3.1pp | 24.27%-3.3pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,183 | $3,442-36.6% | $2,975-26.6% | $4,299-49.2% |
| Participant deferral / active EE | $4,879 | $5,716-14.6% | $5,107-4.5% | $6,507-25.0% |
| Admin fee / account holder | $3,590 | $15,736-77.2% | $12,068-70.3% | $12,624-71.6% |