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 | $98,467 | $217,402-54.7% | $185,823-47.0% | $167,490-41.2% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 13.77% | 148.36%-134.6pp | 122.05%-108.3pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,953 | $5,873-66.7% | $5,167-62.2% | $4,837-59.6% |
| Participant deferral / active EE | $5,883 | $6,356-7.4% | $5,568+5.7% | $6,341-7.2% |
| Admin fee / account holder | $2,042 | $19,811-89.7% | $16,237-87.4% | $12,309-83.4% |