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 | $44,905 | $228,332-80.3% | $185,823-75.8% | $158,922-71.7% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 8.42% | 40.80%-32.4pp | 35.95%-27.5pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,598 | $4,967-67.8% | $4,087-60.9% | $4,761-66.4% |
| Participant deferral / active EE | $5,389 | $6,415-16.0% | $5,632-4.3% | $5,982-9.9% |
| Admin fee / account holder | $4,766 | $11,864-59.8% | $9,500-49.8% | $11,246-57.6% |