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 | $119,004 | $159,602-25.4% | $150,045-20.7% | $142,382-16.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 14.31% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,677 | $4,961-46.0% | $4,693-43.0% | $4,299-37.7% |
| Participant deferral / active EE | $7,273 | $8,310-12.5% | $7,997-9.1% | $6,507+11.8% |
| Admin fee / account holder | $4,710 | $14,846-68.3% | $13,435-64.9% | $12,624-62.7% |