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 | $172,116 | $226,064-23.9% | $182,532-5.7% | $152,861+12.6% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 12.16% | 192.51%-180.3pp | 148.54%-136.4pp | 345.32%-333.2pp |
| Employer contribution / active EE | $6,773 | $4,978+36.1% | $4,076+66.2% | $4,762+42.2% |
| Participant deferral / active EE | $11,920 | $6,368+87.2% | $5,524+115.8% | $5,850+103.8% |
| Admin fee / account holder | $2,029 | $10,703-81.0% | $8,592-76.4% | $11,596-82.5% |