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 | $54,980 | $198,466-72.3% | $170,442-67.7% | $147,584-62.7% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 15.39% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,028 | $6,184-18.7% | $5,433-7.5% | $4,876+3.1% |
| Participant deferral / active EE | $4,853 | $5,629-13.8% | $4,939-1.8% | $5,439-10.8% |
| Admin fee / account holder | $685 | $16,852-95.9% | $13,880-95.1% | $10,885-93.7% |