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 | $49,614 | $114,381-56.6% | $107,525-53.9% | $142,382-65.2% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 14.79% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,231 | $4,015-44.4% | $3,754-40.6% | $4,299-48.1% |
| Participant deferral / active EE | $3,655 | $5,564-34.3% | $5,116-28.6% | $6,507-43.8% |
| Admin fee / account holder | $2,529 | $9,860-74.4% | $8,919-71.6% | $12,624-80.0% |