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 | $73,275 | $107,334-31.7% | $92,893-21.1% | $152,861-52.1% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 24.68% | 145.58%-120.9pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,329 | $4,221-44.8% | $3,653-36.2% | $4,762-51.1% |
| Participant deferral / active EE | $4,928 | $4,845+1.7% | $4,236+16.3% | $5,850-15.8% |
| Admin fee / account holder | $920 | $7,079-87.0% | $5,794-84.1% | $11,596-92.1% |