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 | $120,256 | $180,449-33.4% | $154,107-22.0% | $135,375-11.2% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -1.37% | 888.09%-889.5pp | 735.12%-736.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $6,806 | $6,035+12.8% | $5,298+28.5% | $4,779+42.4% |
| Participant deferral / active EE | $4,955 | $5,806-14.7% | $5,081-2.5% | $5,609-11.7% |
| Admin fee / account holder | $7,387 | $16,143-54.2% | $13,411-44.9% | $10,827-31.8% |