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 | $78,047 | $177,572-56.0% | $154,803-49.6% | $142,382-45.2% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 16.08% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,321 | $4,810-31.0% | $4,305-22.9% | $4,299-22.8% |
| Participant deferral / active EE | $3,782 | $6,272-39.7% | $5,540-31.7% | $6,507-41.9% |
| Admin fee / account holder | $605 | $16,786-96.4% | $14,329-95.8% | $12,624-95.2% |