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 | $53,390 | $217,402-75.4% | $185,823-71.3% | $167,490-68.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.66% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,216 | $5,873-62.3% | $5,167-57.1% | $4,837-54.2% |
| Participant deferral / active EE | $4,147 | $6,356-34.8% | $5,568-25.5% | $6,341-34.6% |
| Admin fee / account holder | $14,352 | $19,811-27.6% | $16,237-11.6% | $12,309+16.6% |