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 | $104,403 | $177,572-41.2% | $154,803-32.6% | $142,382-26.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 19.25% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,877 | $4,810-40.2% | $4,305-33.2% | $4,299-33.1% |
| Participant deferral / active EE | $6,529 | $6,272+4.1% | $5,540+17.8% | $6,507+0.3% |
| Admin fee / account holder | $977 | $16,786-94.2% | $14,329-93.2% | $12,624-92.3% |