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 6-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 | $20,243 | $159,602-87.3% | $150,045-86.5% | $142,382-85.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 51.69% | 70.24%-18.6pp | 62.55%-10.9pp | 217.08%-165.4pp |
| Employer contribution / active EE | $5,497 | $4,961+10.8% | $4,693+17.1% | $4,299+27.9% |
| Participant deferral / active EE | $8,888 | $8,310+7.0% | $7,997+11.1% | $6,507+36.6% |
| Admin fee / account holder | $1,663 | $14,846-88.8% | $13,435-87.6% | $12,624-86.8% |