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 | $30,417 | $49,227-38.2% | $70,449-56.8% | $79,858-61.9% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 20.54% | 30.06%-9.5pp | 109.03%-88.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,056 | $2,099-49.7% | $2,737-61.4% | $2,471-57.3% |
| Participant deferral / active EE | $2,767 | $2,7680% | $3,709-25.4% | $3,740-26.0% |
| Admin fee / account holder | $1,672 | $2,878-41.9% | $3,845-56.5% | $5,306-68.5% |