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 | $85,903 | $152,587-43.7% | $125,175-31.4% | $152,861-43.8% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 16.75% | 54.84%-38.1pp | 43.79%-27.0pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,527 | $4,946-69.1% | $3,865-60.5% | $4,762-67.9% |
| Participant deferral / active EE | $2,310 | $5,868-60.6% | $4,937-53.2% | $5,850-60.5% |
| Admin fee / account holder | $5,345 | $13,434-60.2% | $9,702-44.9% | $11,596-53.9% |