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 | $52,220 | $177,572-70.6% | $154,803-66.3% | $142,382-63.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.10% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,431 | $4,810+75.3% | $4,305+95.8% | $4,299+96.1% |
| Participant deferral / active EE | $8,038 | $6,272+28.2% | $5,540+45.1% | $6,507+23.5% |
| Admin fee / account holder | $12,170 | $16,786-27.5% | $14,329-15.1% | $12,624-3.6% |