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 | $51,768 | $228,332-77.3% | $185,823-72.1% | $158,922-67.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 18.89% | 40.80%-21.9pp | 35.95%-17.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,369 | $4,967-72.4% | $4,087-66.5% | $4,761-71.2% |
| Participant deferral / active EE | $4,079 | $6,415-36.4% | $5,632-27.6% | $5,982-31.8% |
| Admin fee / account holder | $3,756 | $11,864-68.3% | $9,500-60.5% | $11,246-66.6% |