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 | $45,367 | $215,361-78.9% | $171,082-73.5% | $273,961-83.4% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 15.37% | 25.14%-9.8pp | 32.56%-17.2pp | 41.45%-26.1pp |
| Employer contribution / active EE | $1,354 | $4,967-72.7% | $4,002-66.2% | $4,869-72.2% |
| Participant deferral / active EE | $2,994 | $5,543-46.0% | $4,797-37.6% | $5,287-43.4% |
| Admin fee / account holder | $2,398 | $10,846-77.9% | $8,520-71.9% | $10,132-76.3% |