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 | $43,454 | $162,781-73.3% | $133,956-67.6% | $158,922-72.7% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 10.38% | 41.94%-31.6pp | 45.09%-34.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,669 | $4,975-66.5% | $3,919-57.4% | $4,761-65.0% |
| Participant deferral / active EE | $5,342 | $5,911-9.6% | $5,048+5.8% | $5,982-10.7% |
| Admin fee / account holder | $2,374 | $11,736-79.8% | $8,927-73.4% | $11,246-78.9% |