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 | $63,097 | $172,111-63.3% | $150,298-58.0% | $137,256-54.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.23% | 69.37%-54.1pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,922 | $4,636-15.4% | $4,154-5.6% | $4,156-5.6% |
| Participant deferral / active EE | $9,260 | $6,166+50.2% | $5,453+69.8% | $6,407+44.5% |
| Admin fee / account holder | $1,863 | $16,471-88.7% | $14,116-86.8% | $12,270-84.8% |