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 | $54,118 | $125,758-57.0% | $169,993-68.2% | $75,163-28.0% |
| Participation rate | 85.4% | 83.6%+1.8pp | 87.0%-1.6pp | 67.2%+18.2pp |
| Annual return | 15.59% | 27.20%-11.6pp | 53.37%-37.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,127 | $4,615-53.9% | $6,785-68.6% | $2,670-20.3% |
| Participant deferral / active EE | $3,867 | $6,837-43.4% | $10,408-62.8% | $4,125-6.3% |
| Admin fee / account holder | $7,695 | $8,173-5.8% | $12,815-40.0% | $5,651+36.2% |