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 6-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 | $51,378 | $159,602-67.8% | $150,045-65.8% | $142,382-63.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 14.20% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,615 | $4,961-67.5% | $4,693-65.6% | $4,299-62.4% |
| Participant deferral / active EE | $8,068 | $8,310-2.9% | $7,997+0.9% | $6,507+24.0% |
| Admin fee / account holder | $321 | $14,846-97.8% | $13,435-97.6% | $12,624-97.5% |