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 | $27,881 | $96,557-71.1% | $80,975-65.6% | $273,961-89.8% |
| Participation rate | 76.9% | 79.1%-2.2pp | 75.8%+1.1pp | 83.0%-6.1pp |
| Annual return | 4.35% | 15.14%-10.8pp | 17.10%-12.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,849 | $4,868-62.0% | $3,714-50.2% | $4,869-62.0% |
| Participant deferral / active EE | $3,973 | $6,598-39.8% | $5,696-30.2% | $5,287-24.8% |
| Admin fee / account holder | $1,933 | $7,492-74.2% | $5,516-65.0% | $10,132-80.9% |