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 | $78,364 | $177,572-55.9% | $154,803-49.4% | $142,382-45.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 15.78% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,697 | $4,810-23.2% | $4,305-14.1% | $4,299-14.0% |
| Participant deferral / active EE | $5,777 | $6,272-7.9% | $5,540+4.3% | $6,507-11.2% |
| Admin fee / account holder | $843 | $16,786-95.0% | $14,329-94.1% | $12,624-93.3% |