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 | $45,295 | $115,882-60.9% | $100,516-54.9% | $158,922-71.5% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 10.28% | 34.79%-24.5pp | 30.89%-20.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,641 | $4,103-60.0% | $3,418-52.0% | $4,761-65.5% |
| Participant deferral / active EE | $2,380 | $6,674-64.3% | $6,270-62.0% | $5,982-60.2% |
| Admin fee / account holder | $6,659 | $10,995-39.4% | $8,081-17.6% | $11,246-40.8% |