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 5-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 | $92,840 | $159,602-41.8% | $150,045-38.1% | $142,382-34.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 16.61% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,689 | $4,961-5.5% | $4,693-0.1% | $4,299+9.1% |
| Participant deferral / active EE | $12,703 | $8,310+52.9% | $7,997+58.8% | $6,507+95.2% |
| Admin fee / account holder | $14,079 | $14,846-5.2% | $13,435+4.8% | $12,624+11.5% |