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 | $64,528 | $185,822-65.3% | $169,993-62.0% | $139,434-53.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 14.48% | 60.50%-46.0pp | 53.37%-38.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $14,347 | $7,590+89.0% | $6,785+111.4% | $4,751+202.0% |
| Participant deferral / active EE | $12,574 | $11,622+8.2% | $10,408+20.8% | $6,710+87.4% |
| Admin fee / account holder | $4,979 | $15,381-67.6% | $12,815-61.2% | $11,403-56.3% |