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 | $27,081 | $103,376-73.8% | $87,100-68.9% | $152,861-82.3% |
| Participation rate | 76.5% | 79.3%-2.9pp | 76.9%-0.4pp | 82.4%-6.0pp |
| Annual return | 22.63% | 28.10%-5.5pp | 28.19%-5.6pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,205 | $3,220-31.5% | $2,521-12.6% | $4,762-53.7% |
| Participant deferral / active EE | $2,914 | $4,778-39.0% | $4,049-28.0% | $5,850-50.2% |
| Admin fee / account holder | $6,083 | $12,205-50.2% | $7,497-18.9% | $11,596-47.5% |