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 | $25,550 | $124,425-79.5% | $112,040-77.2% | $137,256-81.4% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 16.15% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,491 | $3,411-56.3% | $2,954-49.5% | $4,156-64.1% |
| Participant deferral / active EE | $2,983 | $5,718-47.8% | $5,098-41.5% | $6,407-53.4% |
| Admin fee / account holder | $884 | $15,207-94.2% | $12,098-92.7% | $12,270-92.8% |