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 | $62,415 | $185,822-66.4% | $169,993-63.3% | $139,434-55.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 18.03% | 60.50%-42.5pp | 53.37%-35.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,334 | $7,590-69.2% | $6,785-65.6% | $4,751-50.9% |
| Participant deferral / active EE | $8,861 | $11,622-23.8% | $10,408-14.9% | $6,710+32.0% |
| Admin fee / account holder | $8,456 | $15,381-45.0% | $12,815-34.0% | $11,403-25.8% |