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 | $70,897 | $165,984-57.3% | $164,813-57.0% | $145,922-51.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 10.56% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,446 | $5,273-34.7% | $4,341-20.6% | $4,660-26.1% |
| Participant deferral / active EE | $10,403 | $6,959+49.5% | $6,031+72.5% | $6,688+55.6% |
| Admin fee / account holder | $12,005 | $16,648-27.9% | $12,690-5.4% | $13,397-10.4% |