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 | $61,437 | $209,336-70.7% | $197,124-68.8% | $137,256-55.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 19.54% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,654 | $6,591-44.6% | $6,227-41.3% | $4,156-12.1% |
| Participant deferral / active EE | $15,715 | $9,614+63.5% | $9,135+72.0% | $6,407+145.3% |
| Admin fee / account holder | $35,968 | $17,308+107.8% | $16,298+120.7% | $12,270+193.1% |