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 | $82,613 | $159,602-48.2% | $150,045-44.9% | $142,382-42.0% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 13.04% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,064 | $4,961-78.6% | $4,693-77.3% | $4,299-75.3% |
| Participant deferral / active EE | $4,464 | $8,310-46.3% | $7,997-44.2% | $6,507-31.4% |
| Admin fee / account holder | $9,970 | $14,846-32.8% | $13,435-25.8% | $12,624-21.0% |