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 | $60,421 | $115,882-47.9% | $100,516-39.9% | $158,922-62.0% |
| Participation rate | 78.3% | 81.6%-3.3pp | 79.4%-1.1pp | 82.0%-3.7pp |
| Annual return | 15.83% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,072 | $4,103-49.5% | $3,418-39.4% | $4,761-56.5% |
| Participant deferral / active EE | $3,825 | $6,674-42.7% | $6,270-39.0% | $5,982-36.1% |
| Admin fee / account holder | $756 | $10,995-93.1% | $8,081-90.6% | $11,246-93.3% |