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 | $39,775 | $163,101-75.6% | $136,749-70.9% | $142,382-72.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 11.67% | 27.54%-15.9pp | 24.33%-12.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,728 | $4,117-9.4% | $3,400+9.7% | $4,299-13.3% |
| Participant deferral / active EE | $3,201 | $5,585-42.7% | $4,692-31.8% | $6,507-50.8% |
| Admin fee / account holder | $20,971 | $14,318+46.5% | $11,386+84.2% | $12,624+66.1% |