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 | $59,587 | $110,257-46.0% | $96,544-38.3% | $139,434-57.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.02% | 26.32%-9.3pp | 25.84%-8.8pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,148 | $3,620-40.7% | $2,965-27.6% | $4,751-54.8% |
| Participant deferral / active EE | $3,426 | $5,548-38.2% | $4,851-29.4% | $6,710-48.9% |
| Admin fee / account holder | $2,719 | $11,591-76.5% | $8,252-67.1% | $11,403-76.2% |