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 | $95,777 | $159,602-40.0% | $150,045-36.2% | $142,382-32.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 17.01% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,538 | $4,961-69.0% | $4,693-67.2% | $4,299-64.2% |
| Participant deferral / active EE | $7,239 | $8,310-12.9% | $7,997-9.5% | $6,507+11.2% |
| Admin fee / account holder | $1,112 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |