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 | $90,165 | $135,952-33.7% | $123,892-27.2% | $273,961-67.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.45% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $4,645 | $5,170-10.2% | $4,617+0.6% | $4,869-4.6% |
| Participant deferral / active EE | $7,356 | $6,343+16.0% | $5,984+22.9% | $5,287+39.1% |
| Admin fee / account holder | $438 | $9,817-95.5% | $8,357-94.8% | $10,132-95.7% |