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 | $120,604 | $149,679-19.4% | $117,039+3.0% | $147,584-18.3% |
| Participation rate | 76.5% | 83.5%-7.0pp | 77.2%-0.7pp | 82.8%-6.4pp |
| Annual return | 15.02% | 19.31%-4.3pp | 18.95%-3.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,150 | $4,937-76.7% | $3,785-69.6% | $4,876-76.4% |
| Participant deferral / active EE | $3,055 | $4,912-37.8% | $3,929-22.2% | $5,439-43.8% |
| Admin fee / account holder | $4,508 | $7,856-42.6% | $5,974-24.5% | $10,885-58.6% |