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 | $48,762 | $152,587-68.0% | $125,175-61.0% | $152,861-68.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 15.82% | 54.84%-39.0pp | 43.79%-28.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,013 | $4,946-59.3% | $3,865-47.9% | $4,762-57.7% |
| Participant deferral / active EE | $4,590 | $5,868-21.8% | $4,937-7.0% | $5,850-21.5% |
| Admin fee / account holder | $2,186 | $13,434-83.7% | $9,702-77.5% | $11,596-81.1% |