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 | $82,692 | $165,335-50.0% | $149,696-44.8% | $158,922-48.0% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 14.85% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $5,280 | $5,103+3.5% | $4,644+13.7% | $4,761+10.9% |
| Participant deferral / active EE | $7,163 | $7,181-0.2% | $6,842+4.7% | $5,982+19.7% |
| Admin fee / account holder | $408 | $10,807-96.2% | $9,309-95.6% | $11,246-96.4% |