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 5-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 | $91,022 | $159,602-43.0% | $150,045-39.3% | $142,382-36.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 19.34% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $4,669 | $4,961-5.9% | $4,693-0.5% | $4,299+8.6% |
| Participant deferral / active EE | $14,820 | $8,310+78.3% | $7,997+85.3% | $6,507+127.7% |
| Admin fee / account holder | $624 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |