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 | $70,007 | $102,828-31.9% | $105,387-33.6% | $152,861-54.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.6%+0.8pp | 82.4%+0.9pp |
| Annual return | 21.31% | 20.85%+0.5pp | 26.82%-5.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,104 | $4,473-53.0% | $4,213-50.1% | $4,762-55.8% |
| Participant deferral / active EE | $4,082 | $5,465-25.3% | $5,502-25.8% | $5,850-30.2% |
| Admin fee / account holder | $7,246 | $8,683-16.5% | $6,559+10.5% | $11,596-37.5% |