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 | $79,067 | $154,228-48.7% | $145,433-45.6% | $137,256-42.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.08% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,705 | $4,804-2.1% | $4,554+3.3% | $4,156+13.2% |
| Participant deferral / active EE | $7,097 | $8,216-13.6% | $7,897-10.1% | $6,407+10.8% |
| Admin fee / account holder | $11,639 | $14,344-18.9% | $13,129-11.4% | $12,270-5.1% |