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 | $48,292 | $124,425-61.2% | $112,040-56.9% | $137,256-64.8% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 11.66% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,806 | $3,411-47.0% | $2,954-38.8% | $4,156-56.5% |
| Participant deferral / active EE | $2,772 | $5,718-51.5% | $5,098-45.6% | $6,407-56.7% |
| Admin fee / account holder | $3,079 | $15,207-79.8% | $12,098-74.5% | $12,270-74.9% |