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 | $76,691 | $177,572-56.8% | $154,803-50.5% | $142,382-46.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 17.44% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,899 | $4,810+1.8% | $4,305+13.8% | $4,299+13.9% |
| Participant deferral / active EE | $4,110 | $6,272-34.5% | $5,540-25.8% | $6,507-36.8% |
| Admin fee / account holder | $16,503 | $16,786-1.7% | $14,329+15.2% | $12,624+30.7% |