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 | $119,684 | $185,822-35.6% | $169,993-29.6% | $139,434-14.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 18.78% | 60.50%-41.7pp | 53.37%-34.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,798 | $7,590-36.8% | $6,785-29.3% | $4,751+1.0% |
| Participant deferral / active EE | $15,382 | $11,622+32.4% | $10,408+47.8% | $6,710+129.2% |
| Admin fee / account holder | $11,507 | $15,381-25.2% | $12,815-10.2% | $11,403+0.9% |