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 | $85,903 | $197,591-56.5% | $177,821-51.7% | $158,922-45.9% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 20.86% | 58.76%-37.9pp | 48.32%-27.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,754 | $6,697-44.0% | $5,918-36.6% | $4,761-21.2% |
| Participant deferral / active EE | $8,016 | $8,405-4.6% | $7,714+3.9% | $5,982+34.0% |
| Admin fee / account holder | $2,741 | $15,399-82.2% | $12,427-77.9% | $11,246-75.6% |