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 5-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 | $64,444 | $159,602-59.6% | $150,045-57.1% | $142,382-54.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.90% | 70.24%-50.3pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,104 | $4,961-57.6% | $4,693-55.2% | $4,299-51.1% |
| Participant deferral / active EE | $6,180 | $8,310-25.6% | $7,997-22.7% | $6,507-5.0% |
| Admin fee / account holder | $7,254 | $14,846-51.1% | $13,435-46.0% | $12,624-42.5% |