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 | $47,021 | $167,484-71.9% | $151,611-69.0% | $134,475-65.0% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -12.20% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.2pp |
| Employer contribution / active EE | $5,003 | $6,829-26.7% | $6,166-18.9% | $4,740+5.6% |
| Participant deferral / active EE | $10,671 | $8,986+18.8% | $8,363+27.6% | $6,400+66.7% |
| Admin fee / account holder | $30,182 | $13,783+119.0% | $11,616+159.8% | $11,426+164.2% |