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 | $43,679 | $162,781-73.2% | $133,956-67.4% | $158,922-72.5% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 7.48% | 41.94%-34.5pp | 45.09%-37.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $1,115 | $4,975-77.6% | $3,919-71.6% | $4,761-76.6% |
| Participant deferral / active EE | $2,648 | $5,911-55.2% | $5,048-47.5% | $5,982-55.7% |
| Admin fee / account holder | $1,406 | $11,736-88.0% | $8,927-84.3% | $11,246-87.5% |