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 | $90,225 | $116,175-22.3% | $93,606-3.6% | $152,861-41.0% |
| Participation rate | 77.8% | 78.0%-0.3pp | 75.8%+1.9pp | 82.4%-4.7pp |
| Annual return | 23.12% | 35.96%-12.8pp | 32.76%-9.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $6,960 | $3,218+116.3% | $2,718+156.1% | $4,762+46.1% |
| Participant deferral / active EE | $3,498 | $4,603-24.0% | $4,069-14.0% | $5,850-40.2% |
| Admin fee / account holder | $1,745 | $10,748-83.8% | $7,888-77.9% | $11,596-85.0% |