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 | $74,090 | $177,572-58.3% | $154,803-52.1% | $142,382-48.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.53% | 65.07%-52.5pp | 58.88%-46.4pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,298 | $4,810-31.5% | $4,305-23.4% | $4,299-23.3% |
| Participant deferral / active EE | $6,339 | $6,272+1.1% | $5,540+14.4% | $6,507-2.6% |
| Admin fee / account holder | $3,836 | $16,786-77.1% | $14,329-73.2% | $12,624-69.6% |