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 | $47,691 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 13.73% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,215 | $4,961-55.3% | $4,693-52.8% | $4,299-48.5% |
| Participant deferral / active EE | $4,870 | $8,310-41.4% | $7,997-39.1% | $6,507-25.2% |
| Admin fee / account holder | $1,227 | $14,846-91.7% | $13,435-90.9% | $12,624-90.3% |