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 | $82,658 | $177,572-53.5% | $154,803-46.6% | $142,382-41.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.78% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $5,107 | $4,810+6.2% | $4,305+18.6% | $4,299+18.8% |
| Participant deferral / active EE | $18,960 | $6,272+202.3% | $5,540+242.2% | $6,507+191.4% |
| Admin fee / account holder | $4,780 | $16,786-71.5% | $14,329-66.6% | $12,624-62.1% |