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 | $76,456 | $165,335-53.8% | $149,696-48.9% | $158,922-51.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.73% | 348.15%-333.4pp | 276.60%-261.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,901 | $5,103-62.7% | $4,644-59.1% | $4,761-60.1% |
| Participant deferral / active EE | $9,724 | $7,181+35.4% | $6,842+42.1% | $5,982+62.6% |
| Admin fee / account holder | $1,447 | $10,807-86.6% | $9,309-84.5% | $11,246-87.1% |