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 | $115,796 | $152,587-24.1% | $125,175-7.5% | $152,861-24.2% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 15.82% | 54.84%-39.0pp | 43.79%-28.0pp | 345.32%-329.5pp |
| Employer contribution / active EE | $4,359 | $4,946-11.9% | $3,865+12.8% | $4,762-8.5% |
| Participant deferral / active EE | $11,219 | $5,868+91.2% | $4,937+127.2% | $5,850+91.8% |
| Admin fee / account holder | $8,665 | $13,434-35.5% | $9,702-10.7% | $11,596-25.3% |