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 | $26,739 | $115,882-76.9% | $100,516-73.4% | $158,922-83.2% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 8.09% | 34.79%-26.7pp | 30.89%-22.8pp | 302.83%-294.7pp |
| Employer contribution / active EE | $2,582 | $4,103-37.1% | $3,418-24.4% | $4,761-45.8% |
| Participant deferral / active EE | $3,514 | $6,674-47.4% | $6,270-44.0% | $5,982-41.3% |
| Admin fee / account holder | $366 | $10,995-96.7% | $8,081-95.5% | $11,246-96.7% |