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 | $95,422 | $217,402-56.1% | $185,823-48.6% | $167,490-43.0% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.83% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $7,178 | $5,873+22.2% | $5,167+38.9% | $4,837+48.4% |
| Participant deferral / active EE | $4,735 | $6,356-25.5% | $5,568-15.0% | $6,341-25.3% |
| Admin fee / account holder | $8,255 | $19,811-58.3% | $16,237-49.2% | $12,309-32.9% |