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 | $35,146 | $117,381-70.1% | $99,443-64.7% | $152,861-77.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 17.89% | 31.87%-14.0pp | 30.72%-12.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $823 | $3,013-72.7% | $2,540-67.6% | $4,762-82.7% |
| Participant deferral / active EE | $3,317 | $4,086-18.8% | $3,619-8.3% | $5,850-43.3% |
| Admin fee / account holder | $4,615 | $7,631-39.5% | $6,250-26.2% | $11,596-60.2% |