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 | $58,143 | $165,984-65.0% | $164,813-64.7% | $145,922-60.2% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+1.0pp |
| Annual return | 11.89% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $4,072 | $5,273-22.8% | $4,341-6.2% | $4,660-12.6% |
| Participant deferral / active EE | $5,819 | $6,959-16.4% | $6,031-3.5% | $6,688-13.0% |
| Admin fee / account holder | $3,817 | $16,648-77.1% | $12,690-69.9% | $13,397-71.5% |