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 | $83,780 | $169,032-50.4% | $129,207-35.2% | $145,922-42.6% |
| Participation rate | 84.2% | 76.4%+7.8pp | 69.6%+14.6pp | 80.3%+3.9pp |
| Annual return | 13.07% | 14330.11%-14317.0pp | 9417.33%-9404.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,506 | $5,537-72.8% | $4,153-63.7% | $4,660-67.7% |
| Participant deferral / active EE | $4,421 | $4,987-11.4% | $4,168+6.1% | $6,688-33.9% |
| Admin fee / account holder | $8,937 | $9,954-10.2% | $7,715+15.8% | $13,397-33.3% |