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 | $47,671 | $148,534-67.9% | $135,903-64.9% | $139,434-65.8% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 22.07% | 79.19%-57.1pp | 68.23%-46.2pp | 372.94%-350.9pp |
| Employer contribution / active EE | $3,876 | $5,243-26.1% | $4,856-20.2% | $4,751-18.4% |
| Participant deferral / active EE | $5,968 | $8,100-26.3% | $7,758-23.1% | $6,710-11.1% |
| Admin fee / account holder | $1,051 | $12,400-91.5% | $10,762-90.2% | $11,403-90.8% |