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 7-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 | $55,431 | $159,602-65.3% | $150,045-63.1% | $142,382-61.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.00% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,309 | $4,961-13.1% | $4,693-8.2% | $4,299+0.2% |
| Participant deferral / active EE | $11,046 | $8,310+32.9% | $7,997+38.1% | $6,507+69.8% |
| Admin fee / account holder | $33,182 | $14,846+123.5% | $13,435+147.0% | $12,624+162.9% |