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 | $118,852 | $179,726-33.9% | $156,263-23.9% | $142,382-16.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 15.76% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,304 | $5,069+24.4% | $4,333+45.5% | $4,299+46.6% |
| Participant deferral / active EE | $5,897 | $6,956-15.2% | $6,158-4.2% | $6,507-9.4% |
| Admin fee / account holder | $1,797 | $17,272-89.6% | $14,255-87.4% | $12,624-85.8% |