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 | $51,003 | $183,519-72.2% | $155,509-67.2% | $145,922-65.0% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 11.43% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $5,090 | $5,313-4.2% | $4,672+8.9% | $4,660+9.2% |
| Participant deferral / active EE | $3,813 | $6,462-41.0% | $5,626-32.2% | $6,688-43.0% |
| Admin fee / account holder | $2,100 | $19,313-89.1% | $15,912-86.8% | $13,397-84.3% |