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 | $50,951 | $154,228-67.0% | $145,433-65.0% | $137,256-62.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 25.15% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $6,038 | $4,804+25.7% | $4,554+32.6% | $4,156+45.3% |
| Participant deferral / active EE | $11,854 | $8,216+44.3% | $7,897+50.1% | $6,407+85.0% |
| Admin fee / account holder | $1,436 | $14,344-90.0% | $13,129-89.1% | $12,270-88.3% |