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 | $89,450 | $133,922-33.2% | $116,228-23.0% | $142,382-37.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.19% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,293 | $3,446-4.4% | $2,994+10.0% | $4,299-23.4% |
| Participant deferral / active EE | $6,746 | $5,672+18.9% | $4,953+36.2% | $6,507+3.7% |
| Admin fee / account holder | $13,288 | $14,945-11.1% | $11,989+10.8% | $12,624+5.3% |