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 6-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 | $48,828 | $154,228-68.3% | $145,433-66.4% | $137,256-64.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 23.45% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,303 | $4,804-31.2% | $4,554-27.5% | $4,156-20.5% |
| Participant deferral / active EE | $5,007 | $8,216-39.1% | $7,897-36.6% | $6,407-21.8% |
| Admin fee / account holder | $584 | $14,344-95.9% | $13,129-95.6% | $12,270-95.2% |