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 | $25,521 | $96,557-73.6% | $80,975-68.5% | $273,961-90.7% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 29.54% | 15.14%+14.4pp | 17.10%+12.4pp | 41.45%-11.9pp |
| Employer contribution / active EE | $3,705 | $4,868-23.9% | $3,714-0.3% | $4,869-23.9% |
| Participant deferral / active EE | $5,552 | $6,598-15.9% | $5,696-2.5% | $5,287+5.0% |
| Admin fee / account holder | $5,256 | $7,492-29.9% | $5,516-4.7% | $10,132-48.1% |