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 | $27,417 | $149,734-81.7% | $118,925-76.9% | $158,922-82.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 14.49% | 19.95%-5.5pp | 35.88%-21.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,829 | $4,115-55.5% | $3,263-43.9% | $4,761-61.6% |
| Participant deferral / active EE | $4,490 | $5,223-14.0% | $4,265+5.3% | $5,982-25.0% |
| Admin fee / account holder | $2,441 | $8,603-71.6% | $6,581-62.9% | $11,246-78.3% |