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 | $95,426 | $148,534-35.8% | $135,903-29.8% | $139,434-31.6% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 13.65% | 79.19%-65.5pp | 68.23%-54.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $7,172 | $5,243+36.8% | $4,856+47.7% | $4,751+51.0% |
| Participant deferral / active EE | $8,306 | $8,100+2.5% | $7,758+7.1% | $6,710+23.8% |
| Admin fee / account holder | $12,643 | $12,400+2.0% | $10,762+17.5% | $11,403+10.9% |