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 | $56,068 | $177,572-68.4% | $154,803-63.8% | $142,382-60.6% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 20.67% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,460 | $4,810-69.7% | $4,305-66.1% | $4,299-66.0% |
| Participant deferral / active EE | $6,651 | $6,272+6.0% | $5,540+20.0% | $6,507+2.2% |
| Admin fee / account holder | $407 | $16,786-97.6% | $14,329-97.2% | $12,624-96.8% |