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 | $48,180 | $148,534-67.6% | $135,903-64.5% | $139,434-65.4% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 15.88% | 79.19%-63.3pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $5,527 | $5,243+5.4% | $4,856+13.8% | $4,751+16.3% |
| Participant deferral / active EE | $6,546 | $8,100-19.2% | $7,758-15.6% | $6,710-2.4% |
| Admin fee / account holder | $3,057 | $12,400-75.3% | $10,762-71.6% | $11,403-73.2% |