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 | $74,415 | $124,281-40.1% | $109,143-31.8% | $167,490-55.6% |
| Participation rate | 77.3% | 79.4%-2.2pp | 75.9%+1.4pp | 82.1%-4.8pp |
| Annual return | 20.35% | 26.04%-5.7pp | 25.75%-5.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,238 | $4,207-46.8% | $3,722-39.9% | $4,837-53.7% |
| Participant deferral / active EE | $4,552 | $5,255-13.4% | $4,653-2.2% | $6,341-28.2% |
| Admin fee / account holder | $1,793 | $7,970-77.5% | $6,752-73.5% | $12,309-85.4% |