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 | $47,352 | $93,571-49.4% | $135,903-65.2% | $75,163-37.0% |
| Participation rate | 88.3% | 75.2%+13.2pp | 81.9%+6.4pp | 67.2%+21.1pp |
| Annual return | 17.42% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,955 | $3,537+11.8% | $4,856-18.5% | $2,670+48.2% |
| Participant deferral / active EE | $4,314 | $6,404-32.6% | $7,758-44.4% | $4,125+4.6% |
| Admin fee / account holder | $1,043 | $6,975-85.0% | $10,762-90.3% | $5,651-81.5% |