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 | $47,476 | $177,572-73.3% | $154,803-69.3% | $142,382-66.7% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 11.84% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,110 | $4,810-14.6% | $4,305-4.5% | $4,299-4.4% |
| Participant deferral / active EE | $3,215 | $6,272-48.7% | $5,540-42.0% | $6,507-50.6% |
| Admin fee / account holder | $1,746 | $16,786-89.6% | $14,329-87.8% | $12,624-86.2% |