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 | $59,110 | $113,339-47.8% | $94,993-37.8% | $147,584-59.9% |
| Participation rate | 77.8% | 78.0%-0.2pp | 73.9%+3.9pp | 82.8%-5.1pp |
| Annual return | 21.87% | 20.77%+1.1pp | 27.12%-5.2pp | 578.55%-556.7pp |
| Employer contribution / active EE | $4,330 | $3,160+37.0% | $2,603+66.3% | $4,876-11.2% |
| Participant deferral / active EE | $5,158 | $3,777+36.6% | $3,317+55.5% | $5,439-5.2% |
| Admin fee / account holder | $1,268 | $6,063-79.1% | $4,960-74.4% | $10,885-88.4% |