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 | $92,104 | $124,281-25.9% | $109,143-15.6% | $167,490-45.0% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 14.22% | 26.04%-11.8pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,053 | $4,207-75.0% | $3,722-71.7% | $4,837-78.2% |
| Participant deferral / active EE | $1,933 | $5,255-63.2% | $4,653-58.5% | $6,341-69.5% |
| Admin fee / account holder | $2,564 | $7,970-67.8% | $6,752-62.0% | $12,309-79.2% |