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 | $113,895 | $177,572-35.9% | $154,803-26.4% | $142,382-20.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.42% | 65.07%-51.6pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,276 | $4,810-52.7% | $4,305-47.1% | $4,299-47.1% |
| Participant deferral / active EE | $6,593 | $6,272+5.1% | $5,540+19.0% | $6,507+1.3% |
| Admin fee / account holder | $1,474 | $16,786-91.2% | $14,329-89.7% | $12,624-88.3% |