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 | $110,155 | $115,770-4.9% | $101,248+8.8% | $158,922-30.7% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 54.04% | 56.14%-2.1pp | 46.47%+7.6pp | 302.83%-248.8pp |
| Employer contribution / active EE | $4,111 | $4,175-1.5% | $3,660+12.3% | $4,761-13.7% |
| Participant deferral / active EE | $3,513 | $4,957-29.1% | $4,370-19.6% | $5,982-41.3% |
| Admin fee / account holder | $417 | $7,245-94.2% | $5,945-93.0% | $11,246-96.3% |