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 | $94,426 | $115,770-18.4% | $101,248-6.7% | $158,922-40.6% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 13.76% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,023 | $4,175-51.5% | $3,660-44.7% | $4,761-57.5% |
| Participant deferral / active EE | $5,334 | $4,957+7.6% | $4,370+22.1% | $5,982-10.8% |
| Admin fee / account holder | $2,011 | $7,245-72.2% | $5,945-66.2% | $11,246-82.1% |