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 5-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 | $34,903 | $111,814-68.8% | $103,374-66.2% | $145,959-76.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 14.01% | 24.77%-10.8pp | 24.89%-10.9pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,982 | $4,214-53.0% | $3,869-48.8% | $4,661-57.5% |
| Participant deferral / active EE | $3,344 | $5,618-40.5% | $5,058-33.9% | $6,689-50.0% |
| Admin fee / account holder | $2,515 | $9,754-74.2% | $8,394-70.0% | $13,398-81.2% |