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 | $82,146 | $176,056-53.3% | $159,436-48.5% | $167,490-51.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.82% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,188 | $5,297-39.8% | $4,829-34.0% | $4,837-34.1% |
| Participant deferral / active EE | $7,481 | $7,750-3.5% | $7,352+1.8% | $6,341+18.0% |
| Admin fee / account holder | $5,524 | $12,554-56.0% | $10,799-48.8% | $12,309-55.1% |