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 | $88,718 | $177,572-50.0% | $154,803-42.7% | $142,382-37.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 19.69% | 65.07%-45.4pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,243 | $4,810-11.8% | $4,305-1.4% | $4,299-1.3% |
| Participant deferral / active EE | $7,763 | $6,272+23.8% | $5,540+40.1% | $6,507+19.3% |
| Admin fee / account holder | $373 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |