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 | $69,762 | $177,572-60.7% | $154,803-54.9% | $142,382-51.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.40% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $9,448 | $4,810+96.4% | $4,305+119.4% | $4,299+119.8% |
| Participant deferral / active EE | $4,627 | $6,272-26.2% | $5,540-16.5% | $6,507-28.9% |
| Admin fee / account holder | $4,094 | $16,786-75.6% | $14,329-71.4% | $12,624-67.6% |