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 | $48,741 | $180,028-72.9% | $138,135-64.7% | $158,922-69.3% |
| Participation rate | 83.3% | 82.2%+1.1pp | 78.7%+4.6pp | 82.0%+1.4pp |
| Annual return | 18.09% | 21.68%-3.6pp | 20.51%-2.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $4,954 | $7,470-33.7% | $5,587-11.3% | $4,761+4.1% |
| Participant deferral / active EE | $4,998 | $7,717-35.2% | $6,431-22.3% | $5,982-16.5% |
| Admin fee / account holder | $504 | $17,912-97.2% | $11,856-95.7% | $11,246-95.5% |