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 | $122,046 | $159,602-23.5% | $150,045-18.7% | $142,382-14.3% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 19.01% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,275 | $4,961-74.3% | $4,693-72.8% | $4,299-70.3% |
| Participant deferral / active EE | $9,140 | $8,310+10.0% | $7,997+14.3% | $6,507+40.5% |
| Admin fee / account holder | $662 | $14,846-95.5% | $13,435-95.1% | $12,624-94.8% |