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 | $57,765 | $152,587-62.1% | $125,175-53.9% | $152,861-62.2% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 18.10% | 54.84%-36.7pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,258 | $4,946-34.1% | $3,865-15.7% | $4,762-31.6% |
| Participant deferral / active EE | $3,059 | $5,868-47.9% | $4,937-38.0% | $5,850-47.7% |
| Admin fee / account holder | $1,694 | $13,434-87.4% | $9,702-82.5% | $11,596-85.4% |