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 | $60,265 | $110,257-45.3% | $96,544-37.6% | $139,434-56.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.58% | 26.32%-9.7pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,450 | $3,620-32.3% | $2,965-17.4% | $4,751-48.4% |
| Participant deferral / active EE | $6,588 | $5,548+18.7% | $4,851+35.8% | $6,710-1.8% |
| Admin fee / account holder | $12,317 | $11,591+6.3% | $8,252+49.3% | $11,403+8.0% |