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 | $80,866 | $106,515-24.1% | $96,683-16.4% | $139,434-42.0% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 20.01% | 38.43%-18.4pp | 35.69%-15.7pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,297 | $4,103-44.0% | $3,737-38.5% | $4,751-51.7% |
| Participant deferral / active EE | $7,620 | $5,454+39.7% | $4,878+56.2% | $6,710+13.6% |
| Admin fee / account holder | $642 | $7,877-91.9% | $6,730-90.5% | $11,403-94.4% |