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 | $65,848 | $159,602-58.7% | $150,045-56.1% | $142,382-53.8% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.3%0pp | 80.1%+2.2pp |
| Annual return | 15.75% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $6,023 | $4,961+21.4% | $4,693+28.3% | $4,299+40.1% |
| Participant deferral / active EE | $6,672 | $8,310-19.7% | $7,997-16.6% | $6,507+2.5% |
| Admin fee / account holder | $3,938 | $14,846-73.5% | $13,435-70.7% | $12,624-68.8% |