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 | $71,379 | $152,587-53.2% | $125,175-43.0% | $152,861-53.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 11.80% | 54.84%-43.0pp | 43.79%-32.0pp | 345.32%-333.5pp |
| Employer contribution / active EE | $1,850 | $4,946-62.6% | $3,865-52.1% | $4,762-61.2% |
| Participant deferral / active EE | $7,296 | $5,868+24.3% | $4,937+47.8% | $5,850+24.7% |
| Admin fee / account holder | $1,591 | $13,434-88.2% | $9,702-83.6% | $11,596-86.3% |