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 | $62,136 | $159,602-61.1% | $150,045-58.6% | $142,382-56.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 27.50% | 70.24%-42.7pp | 62.55%-35.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $2,328 | $4,961-53.1% | $4,693-50.4% | $4,299-45.9% |
| Participant deferral / active EE | $8,367 | $8,310+0.7% | $7,997+4.6% | $6,507+28.6% |
| Admin fee / account holder | $1,327 | $14,846-91.1% | $13,435-90.1% | $12,624-89.5% |