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 | $83,112 | $148,534-44.0% | $135,903-38.8% | $139,434-40.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.25% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,646 | $5,243-11.4% | $4,856-4.3% | $4,751-2.2% |
| Participant deferral / active EE | $11,027 | $8,100+36.1% | $7,758+42.1% | $6,710+64.3% |
| Admin fee / account holder | $14,047 | $12,400+13.3% | $10,762+30.5% | $11,403+23.2% |