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 | $116,971 | $159,602-26.7% | $150,045-22.0% | $142,382-17.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.02% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,084 | $4,961+2.5% | $4,693+8.3% | $4,299+18.3% |
| Participant deferral / active EE | $6,681 | $8,310-19.6% | $7,997-16.5% | $6,507+2.7% |
| Admin fee / account holder | $728 | $14,846-95.1% | $13,435-94.6% | $12,624-94.2% |