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 | $159,602-56.6% | $150,045-53.9% | $142,382-51.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 24.76% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $4,796 | $4,961-3.3% | $4,693+2.2% | $4,299+11.6% |
| Participant deferral / active EE | $6,835 | $8,310-17.8% | $7,997-14.5% | $6,507+5.0% |
| Admin fee / account holder | $969 | $14,846-93.5% | $13,435-92.8% | $12,624-92.3% |