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 | $99,754 | $142,405-30.0% | $115,157-13.4% | $152,861-34.7% |
| Participation rate | 81.3% | 82.4%-1.1pp | 75.9%+5.3pp | 82.4%-1.2pp |
| Annual return | 15.53% | 41.48%-26.0pp | 35.60%-20.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,082 | $4,010-48.1% | $3,179-34.5% | $4,762-56.3% |
| Participant deferral / active EE | $5,727 | $5,164+10.9% | $4,168+37.4% | $5,850-2.1% |
| Admin fee / account holder | $23,614 | $8,462+179.1% | $7,088+233.2% | $11,596+103.6% |