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 | $67,534 | $177,572-62.0% | $154,803-56.4% | $142,382-52.6% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 14.44% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,658 | $4,810+59.2% | $4,305+77.9% | $4,299+78.1% |
| Participant deferral / active EE | $6,112 | $6,272-2.5% | $5,540+10.3% | $6,507-6.1% |
| Admin fee / account holder | $651 | $16,786-96.1% | $14,329-95.5% | $12,624-94.8% |