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 | $54,284 | $101,069-46.3% | $81,478-33.4% | $147,584-63.2% |
| Participation rate | 70.6% | 74.5%-3.9pp | 68.0%+2.6pp | 82.8%-12.2pp |
| Annual return | 11.05% | 32.40%-21.3pp | 38.78%-27.7pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,910 | $3,205-40.4% | $2,568-25.6% | $4,876-60.8% |
| Participant deferral / active EE | $3,414 | $4,242-19.5% | $3,537-3.5% | $5,439-37.2% |
| Admin fee / account holder | $3,121 | $5,812-46.3% | $4,561-31.6% | $10,885-71.3% |