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 | $63,313 | $107,934-41.3% | $91,989-31.2% | $152,861-58.6% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 20.74% | 89.24%-68.5pp | 69.02%-48.3pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,697 | $4,210-59.7% | $3,452-50.8% | $4,762-64.4% |
| Participant deferral / active EE | $4,572 | $6,364-28.2% | $5,923-22.8% | $5,850-21.8% |
| Admin fee / account holder | $6,739 | $10,520-35.9% | $7,743-13.0% | $11,596-41.9% |