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 | $104,726 | $144,119-27.3% | $117,854-11.1% | $147,584-29.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 16.50% | 531.15%-514.6pp | 335.08%-318.6pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,056 | $4,896+3.3% | $3,786+33.5% | $4,876+3.7% |
| Participant deferral / active EE | $4,070 | $5,316-23.4% | $4,482-9.2% | $5,439-25.2% |
| Admin fee / account holder | $1,418 | $10,886-87.0% | $8,020-82.3% | $10,885-87.0% |