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 3-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 | $93,429 | $159,602-41.5% | $150,045-37.7% | $142,382-34.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 20.02% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,002 | $4,961-19.3% | $4,693-14.7% | $4,299-6.9% |
| Participant deferral / active EE | $11,530 | $8,310+38.7% | $7,997+44.2% | $6,507+77.2% |
| Admin fee / account holder | $1,076 | $14,846-92.8% | $13,435-92.0% | $12,624-91.5% |