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 | $51,484 | $177,572-71.0% | $154,803-66.7% | $142,382-63.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 17.81% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,105 | $4,810-77.0% | $4,305-74.3% | $4,299-74.3% |
| Participant deferral / active EE | $3,851 | $6,272-38.6% | $5,540-30.5% | $6,507-40.8% |
| Admin fee / account holder | $3,551 | $16,786-78.8% | $14,329-75.2% | $12,624-71.9% |