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 | $72,244 | $228,332-68.4% | $185,823-61.1% | $158,922-54.5% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 14.08% | 40.80%-26.7pp | 35.95%-21.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,864 | $4,967-42.3% | $4,087-29.9% | $4,761-39.8% |
| Participant deferral / active EE | $7,142 | $6,415+11.3% | $5,632+26.8% | $5,982+19.4% |
| Admin fee / account holder | $743 | $11,864-93.7% | $9,500-92.2% | $11,246-93.4% |