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 | $42,583 | $135,952-68.7% | $123,892-65.6% | $273,961-84.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.46% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,405 | $5,170-72.8% | $4,617-69.6% | $4,869-71.1% |
| Participant deferral / active EE | $6,680 | $6,343+5.3% | $5,984+11.6% | $5,287+26.4% |
| Admin fee / account holder | $1,268 | $9,817-87.1% | $8,357-84.8% | $10,132-87.5% |