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 | $40,474 | $165,984-75.6% | $164,813-75.4% | $145,922-72.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.84% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,680 | $5,273-68.1% | $4,341-61.3% | $4,660-64.0% |
| Participant deferral / active EE | $3,828 | $6,959-45.0% | $6,031-36.5% | $6,688-42.8% |
| Admin fee / account holder | $2,272 | $16,648-86.4% | $12,690-82.1% | $13,397-83.0% |