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 | $67,474 | $100,773-33.0% | $88,946-24.1% | $142,382-52.6% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 18.81% | 70.18%-51.4pp | 57.82%-39.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,476 | $2,918-15.1% | $2,555-3.1% | $4,299-42.4% |
| Participant deferral / active EE | $4,506 | $5,230-13.8% | $4,581-1.6% | $6,507-30.8% |
| Admin fee / account holder | $1,703 | $9,693-82.4% | $8,261-79.4% | $12,624-86.5% |