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 | $54,360 | $89,355-39.2% | $141,162-61.5% | $72,985-25.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 29.13% | 111.85%-82.7pp | 71.39%-42.3pp | 81.00%-51.9pp |
| Employer contribution / active EE | $2,284 | $3,114-26.7% | $4,735-51.8% | $2,440-6.4% |
| Participant deferral / active EE | $4,694 | $5,418-13.4% | $6,709-30.0% | $3,607+30.1% |
| Admin fee / account holder | $5,012 | $5,958-15.9% | $10,261-51.2% | $5,124-2.2% |