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 | $50,625 | $93,571-45.9% | $135,903-62.7% | $75,163-32.6% |
| Participation rate | 79.5% | 75.2%+4.3pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 45.92% | 30.90%+15.0pp | 68.23%-22.3pp | 160.62%-114.7pp |
| Employer contribution / active EE | $3,365 | $3,537-4.9% | $4,856-30.7% | $2,670+26.0% |
| Participant deferral / active EE | $8,189 | $6,404+27.9% | $7,758+5.6% | $4,125+98.5% |
| Admin fee / account holder | $3,721 | $6,975-46.7% | $10,762-65.4% | $5,651-34.2% |