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 | $62,482 | $183,519-66.0% | $155,509-59.8% | $145,922-57.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.16% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,334 | $5,313-74.9% | $4,672-71.5% | $4,660-71.4% |
| Participant deferral / active EE | $4,614 | $6,462-28.6% | $5,626-18.0% | $6,688-31.0% |
| Admin fee / account holder | $7,207 | $19,313-62.7% | $15,912-54.7% | $13,397-46.2% |