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 | $48,410 | $153,772-68.5% | $133,980-63.9% | $273,961-82.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 15.70% | 36.51%-20.8pp | 29.30%-13.6pp | 41.45%-25.8pp |
| Employer contribution / active EE | $1,475 | $6,029-75.5% | $5,211-71.7% | $4,869-69.7% |
| Participant deferral / active EE | $4,372 | $6,958-37.2% | $6,282-30.4% | $5,287-17.3% |
| Admin fee / account holder | $624 | $11,765-94.7% | $9,324-93.3% | $10,132-93.8% |