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 | $58,532 | $106,515-45.0% | $96,683-39.5% | $139,434-58.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 12.04% | 38.43%-26.4pp | 35.69%-23.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,316 | $4,103-43.6% | $3,737-38.0% | $4,751-51.3% |
| Participant deferral / active EE | $8,866 | $5,454+62.6% | $4,878+81.7% | $6,710+32.1% |
| Admin fee / account holder | $9,841 | $7,877+24.9% | $6,730+46.2% | $11,403-13.7% |