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 | $54,043 | $117,983-54.2% | $101,794-46.9% | $142,382-62.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.89% | 36.92%-19.0pp | 30.53%-12.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,183 | $2,773-57.4% | $2,289-48.3% | $4,299-72.5% |
| Participant deferral / active EE | $2,118 | $4,714-55.1% | $4,084-48.1% | $6,507-67.5% |
| Admin fee / account holder | $1,565 | $10,433-85.0% | $8,777-82.2% | $12,624-87.6% |