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 | $132,634-53.0% | $115,768-46.1% | $137,256-54.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 10.51% | 160.70%-150.2pp | 100.46%-90.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $4,124 | $3,360+22.8% | $2,940+40.3% | $4,156-0.8% |
| Participant deferral / active EE | $6,667 | $5,619+18.7% | $4,917+35.6% | $6,407+4.1% |
| Admin fee / account holder | $22,888 | $15,028+52.3% | $12,439+84.0% | $12,270+86.5% |