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 | $108,060 | $159,602-32.3% | $150,045-28.0% | $142,382-24.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 18.74% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,808 | $4,961+37.2% | $4,693+45.1% | $4,299+58.4% |
| Participant deferral / active EE | $4,624 | $8,310-44.4% | $7,997-42.2% | $6,507-28.9% |
| Admin fee / account holder | $2,117 | $14,846-85.7% | $13,435-84.2% | $12,624-83.2% |