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 | $86,904 | $133,922-35.1% | $116,228-25.2% | $142,382-39.0% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.6%+13.7pp | 80.1%+8.1pp |
| Annual return | 18.51% | 147.76%-129.3pp | 90.06%-71.5pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,201 | $3,446-7.1% | $2,994+6.9% | $4,299-25.5% |
| Participant deferral / active EE | $7,209 | $5,672+27.1% | $4,953+45.6% | $6,507+10.8% |
| Admin fee / account holder | $976 | $14,945-93.5% | $11,989-91.9% | $12,624-92.3% |