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 | $95,020 | $162,781-41.6% | $133,956-29.1% | $158,922-40.2% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 13.71% | 41.94%-28.2pp | 45.09%-31.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,497 | $4,975-29.7% | $3,919-10.8% | $4,761-26.6% |
| Participant deferral / active EE | $6,532 | $5,911+10.5% | $5,048+29.4% | $5,982+9.2% |
| Admin fee / account holder | $1,997 | $11,736-83.0% | $8,927-77.6% | $11,246-82.2% |