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 | $49,184 | $154,228-68.1% | $145,433-66.2% | $137,256-64.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 12.99% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,185 | $4,804-75.3% | $4,554-74.0% | $4,156-71.5% |
| Participant deferral / active EE | $2,625 | $8,216-68.1% | $7,897-66.8% | $6,407-59.0% |
| Admin fee / account holder | $3,506 | $14,344-75.6% | $13,129-73.3% | $12,270-71.4% |