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 | $65,329 | $197,591-66.9% | $177,821-63.3% | $158,922-58.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 16.13% | 58.76%-42.6pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,765 | $6,697-58.7% | $5,918-53.3% | $4,761-41.9% |
| Participant deferral / active EE | $8,089 | $8,405-3.8% | $7,714+4.9% | $5,982+35.2% |
| Admin fee / account holder | $6,154 | $15,399-60.0% | $12,427-50.5% | $11,246-45.3% |