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 | $24,205 | $98,240-75.4% | $82,313-70.6% | $147,584-83.6% |
| Participation rate | 79.2% | 79.7%-0.6pp | 76.9%+2.3pp | 82.8%-3.7pp |
| Annual return | 17.62% | 30.85%-13.2pp | 25.88%-8.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,709 | $3,192-46.5% | $2,428-29.6% | $4,876-65.0% |
| Participant deferral / active EE | $4,143 | $4,383-5.5% | $3,706+11.8% | $5,439-23.8% |
| Admin fee / account holder | $747 | $8,563-91.3% | $5,608-86.7% | $10,885-93.1% |