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 5-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 | $38,419 | $95,266-59.7% | $82,389-53.4% | $142,382-73.0% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 19.60% | 25.74%-6.1pp | 28.67%-9.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,705 | $2,991-9.6% | $2,517+7.5% | $4,299-37.1% |
| Participant deferral / active EE | $4,732 | $4,809-1.6% | $4,155+13.9% | $6,507-27.3% |
| Admin fee / account holder | $4,079 | $8,563-52.4% | $7,231-43.6% | $12,624-67.7% |