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 | $74,325 | $159,602-53.4% | $150,045-50.5% | $142,382-47.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 42.29% | 70.24%-27.9pp | 62.55%-20.3pp | 217.08%-174.8pp |
| Employer contribution / active EE | $4,470 | $4,961-9.9% | $4,693-4.8% | $4,299+4.0% |
| Participant deferral / active EE | $9,260 | $8,310+11.4% | $7,997+15.8% | $6,507+42.3% |
| Admin fee / account holder | $2,876 | $14,846-80.6% | $13,435-78.6% | $12,624-77.2% |