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 | $33,097 | $69,977-52.7% | $108,579-69.5% | $62,891-47.4% |
| Participation rate | 72.1% | 72.9%-0.8pp | 79.6%-7.5pp | 69.3%+2.8pp |
| Annual return | 47.82% | 10.73%+37.1pp | -51.70%+99.5pp | 20.14%+27.7pp |
| Employer contribution / active EE | $2,046 | $2,135-4.2% | $3,758-45.6% | $2,281-10.3% |
| Participant deferral / active EE | $4,188 | $3,165+32.3% | $4,311-2.8% | $3,203+30.8% |
| Admin fee / account holder | $1,144 | $5,076-77.5% | $7,645-85.0% | $4,296-73.4% |