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 | $54,701 | $179,726-69.6% | $156,263-65.0% | $142,382-61.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 10.35% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $8,138 | $5,069+60.5% | $4,333+87.8% | $4,299+89.3% |
| Participant deferral / active EE | $6,434 | $6,956-7.5% | $6,158+4.5% | $6,507-1.1% |
| Admin fee / account holder | $3,165 | $17,272-81.7% | $14,255-77.8% | $12,624-74.9% |