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 7-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 | $104,119 | $177,572-41.4% | $154,803-32.7% | $142,382-26.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 15.62% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,677 | $4,810-65.1% | $4,305-61.1% | $4,299-61.0% |
| Participant deferral / active EE | $10,765 | $6,272+71.6% | $5,540+94.3% | $6,507+65.4% |
| Admin fee / account holder | $1,259 | $16,786-92.5% | $14,329-91.2% | $12,624-90.0% |