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 | $79,458 | $152,587-47.9% | $125,175-36.5% | $152,861-48.0% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.4%-9.1pp |
| Annual return | 19.23% | 54.84%-35.6pp | 43.79%-24.6pp | 345.32%-326.1pp |
| Employer contribution / active EE | $5,533 | $4,946+11.9% | $3,865+43.1% | $4,762+16.2% |
| Participant deferral / active EE | $4,478 | $5,868-23.7% | $4,937-9.3% | $5,850-23.5% |
| Admin fee / account holder | $8,621 | $13,434-35.8% | $9,702-11.1% | $11,596-25.7% |