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 | $72,312 | $177,572-59.3% | $154,803-53.3% | $142,382-49.2% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 16.22% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,755 | $4,810+19.6% | $4,305+33.7% | $4,299+33.9% |
| Participant deferral / active EE | $5,861 | $6,272-6.5% | $5,540+5.8% | $6,507-9.9% |
| Admin fee / account holder | $1,744 | $16,786-89.6% | $14,329-87.8% | $12,624-86.2% |