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 | $37,015 | $117,859-68.6% | $102,438-63.9% | $145,959-74.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.90% | 31.72%-19.8pp | 29.37%-17.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,383 | $3,615-34.1% | $3,024-21.2% | $4,661-48.9% |
| Participant deferral / active EE | $3,514 | $5,732-38.7% | $5,054-30.5% | $6,689-47.5% |
| Admin fee / account holder | $27,768 | $13,318+108.5% | $9,448+193.9% | $13,398+107.3% |