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 | $45,625 | $86,286-47.1% | $111,297-59.0% | $85,850-46.9% |
| Participation rate | 73.0% | 73.3%-0.3pp | 77.3%-4.3pp | 69.3%+3.7pp |
| Annual return | 21.13% | 19.99%+1.1pp | 54.65%-33.5pp | 318.53%-297.4pp |
| Employer contribution / active EE | $1,151 | $2,043-43.6% | $2,731-57.8% | $2,565-55.1% |
| Participant deferral / active EE | $5,418 | $3,641+48.8% | $4,487+20.7% | $3,952+37.1% |
| Admin fee / account holder | $7,275 | $8,188-11.2% | $7,964-8.7% | $6,260+16.2% |