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 | $87,433 | $173,345-49.6% | $136,007-35.7% | $145,922-40.1% |
| Participation rate | 83.3% | 80.5%+2.9pp | 76.5%+6.9pp | 80.3%+3.1pp |
| Annual return | 19.40% | 1163.32%-1143.9pp | 579.32%-559.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,010 | $5,278-24.0% | $4,217-4.9% | $4,660-14.0% |
| Participant deferral / active EE | $8,019 | $8,699-7.8% | $7,025+14.2% | $6,688+19.9% |
| Admin fee / account holder | $1,431 | $9,954-85.6% | $6,858-79.1% | $13,397-89.3% |