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 | $120,142 | $227,553-47.2% | $189,557-36.6% | $167,490-28.3% |
| Participation rate | 81.8% | 82.5%-0.7pp | 78.4%+3.4pp | 82.1%-0.3pp |
| Annual return | 12.41% | 78.40%-66.0pp | 64.17%-51.8pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,163 | $5,316-78.1% | $4,412-73.6% | $4,837-76.0% |
| Participant deferral / active EE | $8,476 | $7,002+21.1% | $6,174+37.3% | $6,341+33.7% |
| Admin fee / account holder | $964 | $11,878-91.9% | $9,807-90.2% | $12,309-92.2% |