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 | $62,290 | $111,754-44.3% | $103,333-39.7% | $145,922-57.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.25% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,787 | $4,212-57.6% | $3,868-53.8% | $4,660-61.6% |
| Participant deferral / active EE | $5,857 | $5,619+4.2% | $5,057+15.8% | $6,688-12.4% |
| Admin fee / account holder | $22,317 | $9,750+128.9% | $8,355+167.1% | $13,397+66.6% |