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 | $63,894 | $111,754-42.8% | $103,333-38.2% | $145,922-56.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 9.03% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $9,452 | $4,212+124.4% | $3,868+144.4% | $4,660+102.9% |
| Participant deferral / active EE | $6,474 | $5,619+15.2% | $5,057+28.0% | $6,688-3.2% |
| Admin fee / account holder | $870 | $9,750-91.1% | $8,355-89.6% | $13,397-93.5% |