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 | $65,821 | $185,822-64.6% | $169,993-61.3% | $139,434-52.8% |
| Participation rate | 82.6% | 87.8%-5.1pp | 87.0%-4.4pp | 80.3%+2.3pp |
| Annual return | 17.74% | 60.50%-42.8pp | 53.37%-35.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,032 | $7,590-73.2% | $6,785-70.1% | $4,751-57.2% |
| Participant deferral / active EE | $3,121 | $11,622-73.1% | $10,408-70.0% | $6,710-53.5% |
| Admin fee / account holder | $9,193 | $15,381-40.2% | $12,815-28.3% | $11,403-19.4% |