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 5-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 | $69,193 | $154,228-55.1% | $145,433-52.4% | $137,256-49.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 24.76% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $4,796 | $4,804-0.2% | $4,554+5.3% | $4,156+15.4% |
| Participant deferral / active EE | $6,835 | $8,216-16.8% | $7,897-13.5% | $6,407+6.7% |
| Admin fee / account holder | $969 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |