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 | $48,830 | $162,781-70.0% | $133,956-63.5% | $158,922-69.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 23.21% | 41.94%-18.7pp | 45.09%-21.9pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,185 | $4,975-76.2% | $3,919-69.8% | $4,761-75.1% |
| Participant deferral / active EE | $4,814 | $5,911-18.6% | $5,048-4.6% | $5,982-19.5% |
| Admin fee / account holder | $2,906 | $11,736-75.2% | $8,927-67.4% | $11,246-74.2% |