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 | $76,420 | $185,822-58.9% | $169,993-55.0% | $139,434-45.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 30.83% | 60.50%-29.7pp | 53.37%-22.5pp | 372.94%-342.1pp |
| Employer contribution / active EE | $3,819 | $7,590-49.7% | $6,785-43.7% | $4,751-19.6% |
| Participant deferral / active EE | $10,672 | $11,622-8.2% | $10,408+2.5% | $6,710+59.0% |
| Admin fee / account holder | $1,081 | $15,381-93.0% | $12,815-91.6% | $11,403-90.5% |