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 | $90,841 | $162,781-44.2% | $133,956-32.2% | $158,922-42.8% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 13.86% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,258 | $4,975-14.4% | $3,919+8.7% | $4,761-10.6% |
| Participant deferral / active EE | $2,273 | $5,911-61.5% | $5,048-55.0% | $5,982-62.0% |
| Admin fee / account holder | $1,731 | $11,736-85.2% | $8,927-80.6% | $11,246-84.6% |