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 | $62,372 | $133,922-53.4% | $116,228-46.3% | $142,382-56.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 10.51% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.6pp |
| Employer contribution / active EE | $4,124 | $3,446+19.7% | $2,994+37.7% | $4,299-4.1% |
| Participant deferral / active EE | $6,667 | $5,672+17.5% | $4,953+34.6% | $6,507+2.5% |
| Admin fee / account holder | $22,888 | $14,945+53.2% | $11,989+90.9% | $12,624+81.3% |