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 | $54,196 | $115,882-53.2% | $100,516-46.1% | $158,922-65.9% |
| Participation rate | 78.3% | 81.6%-3.3pp | 79.4%-1.1pp | 82.0%-3.7pp |
| Annual return | 22.09% | 34.79%-12.7pp | 30.89%-8.8pp | 302.83%-280.7pp |
| Employer contribution / active EE | $6,449 | $4,103+57.2% | $3,418+88.7% | $4,761+35.4% |
| Participant deferral / active EE | $4,251 | $6,674-36.3% | $6,270-32.2% | $5,982-28.9% |
| Admin fee / account holder | $820 | $10,995-92.5% | $8,081-89.9% | $11,246-92.7% |