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 | $75,019 | $159,901-53.1% | $146,958-49.0% | $145,922-48.6% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.2%+2.1pp | 80.3%+3.9pp |
| Annual return | 12.97% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $5,012 | $5,286-5.2% | $4,933+1.6% | $4,660+7.6% |
| Participant deferral / active EE | $10,517 | $8,428+24.8% | $8,070+30.3% | $6,688+57.3% |
| Admin fee / account holder | $772 | $15,044-94.9% | $12,998-94.1% | $13,397-94.2% |