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 | $36,978 | $58,927-37.2% | $76,817-51.9% | $72,985-49.3% |
| Participation rate | 71.9% | 67.3%+4.5pp | 72.1%-0.2pp | 69.5%+2.4pp |
| Annual return | 27.09% | 2305.64%-2278.6pp | 1166.11%-1139.0pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,674 | $1,787-6.3% | $2,302-27.3% | $2,440-31.4% |
| Participant deferral / active EE | $3,161 | $2,690+17.5% | $3,336-5.2% | $3,607-12.4% |
| Admin fee / account holder | $5,179 | $4,013+29.1% | $6,420-19.3% | $5,124+1.1% |