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 | $47,333 | $86,286-45.1% | $111,297-57.5% | $85,850-44.9% |
| Participation rate | 80.5% | 73.3%+7.2pp | 77.3%+3.2pp | 69.3%+11.2pp |
| Annual return | 12.82% | 19.99%-7.2pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,850 | $2,043-9.4% | $2,731-32.2% | $2,565-27.9% |
| Participant deferral / active EE | $3,561 | $3,641-2.2% | $4,487-20.6% | $3,952-9.9% |
| Admin fee / account holder | $1,063 | $8,188-87.0% | $7,964-86.7% | $6,260-83.0% |