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 | $73,861 | $165,984-55.5% | $164,813-55.2% | $145,922-49.4% |
| Participation rate | 86.4% | 82.0%+4.4pp | 78.6%+7.8pp | 80.3%+6.1pp |
| Annual return | 17.12% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $4,171 | $5,273-20.9% | $4,341-3.9% | $4,660-10.5% |
| Participant deferral / active EE | $7,090 | $6,959+1.9% | $6,031+17.5% | $6,688+6.0% |
| Admin fee / account holder | $13,793 | $16,648-17.1% | $12,690+8.7% | $13,397+3.0% |