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 | $48,748 | $183,963-73.5% | $162,163-69.9% | $152,861-68.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 21.19% | 150.76%-129.6pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $6,004 | $6,371-5.8% | $5,614+7.0% | $4,762+26.1% |
| Participant deferral / active EE | $8,266 | $8,034+2.9% | $7,298+13.3% | $5,850+41.3% |
| Admin fee / account holder | $1,526 | $13,121-88.4% | $10,843-85.9% | $11,596-86.8% |