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 | $54,398 | $149,679-63.7% | $117,039-53.5% | $147,584-63.1% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 19.07% | 19.31%-0.2pp | 18.95%+0.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $1,281 | $4,937-74.1% | $3,785-66.2% | $4,876-73.7% |
| Participant deferral / active EE | $2,671 | $4,912-45.6% | $3,929-32.0% | $5,439-50.9% |
| Admin fee / account holder | $1,800 | $7,856-77.1% | $5,974-69.9% | $10,885-83.5% |