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 | $62,818 | $99,985-37.2% | $146,665-57.2% | $85,850-26.8% |
| Participation rate | 74.1% | 73.1%+1.0pp | 80.1%-6.0pp | 69.3%+4.8pp |
| Annual return | 15.25% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,163 | $2,559-15.4% | $4,136-47.7% | $2,565-15.7% |
| Participant deferral / active EE | $5,068 | $4,006+26.5% | $5,506-7.9% | $3,952+28.3% |
| Admin fee / account holder | $351 | $7,702-95.4% | $10,280-96.6% | $6,260-94.4% |