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 | $79,860 | $106,515-25.0% | $96,683-17.4% | $139,434-42.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 17.28% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,537 | $4,103-62.5% | $3,737-58.9% | $4,751-67.6% |
| Participant deferral / active EE | $3,852 | $5,454-29.4% | $4,878-21.0% | $6,710-42.6% |
| Admin fee / account holder | $1,311 | $7,877-83.4% | $6,730-80.5% | $11,403-88.5% |