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 | $79,708 | $159,602-50.1% | $150,045-46.9% | $142,382-44.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.09% | 70.24%-50.1pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,738 | $4,961-44.8% | $4,693-41.7% | $4,299-36.3% |
| Participant deferral / active EE | $10,766 | $8,310+29.6% | $7,997+34.6% | $6,507+65.4% |
| Admin fee / account holder | $368 | $14,846-97.5% | $13,435-97.3% | $12,624-97.1% |