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 | $42,769 | $159,602-73.2% | $150,045-71.5% | $142,382-70.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.41% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,246 | $4,961-34.6% | $4,693-30.8% | $4,299-24.5% |
| Participant deferral / active EE | $6,016 | $8,310-27.6% | $7,997-24.8% | $6,507-7.5% |
| Admin fee / account holder | $1,546 | $14,846-89.6% | $13,435-88.5% | $12,624-87.8% |