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 | $55,563 | $152,587-63.6% | $125,175-55.6% | $152,861-63.7% |
| Participation rate | 82.6% | 83.3%-0.7pp | 79.8%+2.8pp | 82.4%+0.2pp |
| Annual return | 18.78% | 54.84%-36.1pp | 43.79%-25.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,235 | $4,946-75.0% | $3,865-68.0% | $4,762-74.1% |
| Participant deferral / active EE | $5,196 | $5,868-11.5% | $4,937+5.2% | $5,850-11.2% |
| Admin fee / account holder | $10,771 | $13,434-19.8% | $9,702+11.0% | $11,596-7.1% |