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 | $36,010 | $121,625-70.4% | $104,607-65.6% | $158,922-77.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 20.79% | 465.26%-444.5pp | 340.46%-319.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,849 | $3,163-41.5% | $2,681-31.0% | $4,761-61.2% |
| Participant deferral / active EE | $5,587 | $4,177+33.8% | $3,740+49.4% | $5,982-6.6% |
| Admin fee / account holder | $1,537 | $7,787-80.3% | $6,473-76.3% | $11,246-86.3% |