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 | $77,490 | $118,450-34.6% | $98,439-21.3% | $139,434-44.4% |
| Participation rate | 84.6% | 77.4%+7.2pp | 75.2%+9.5pp | 80.3%+4.3pp |
| Annual return | 20.94% | 18.94%+2.0pp | 21.16%-0.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,724 | $3,609-24.5% | $3,048-10.6% | $4,751-42.7% |
| Participant deferral / active EE | $6,700 | $5,392+24.3% | $4,738+41.4% | $6,710-0.1% |
| Admin fee / account holder | $662 | $14,026-95.3% | $8,948-92.6% | $11,403-94.2% |