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 | $116,110 | $124,281-6.6% | $109,143+6.4% | $167,490-30.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 15.96% | 26.04%-10.1pp | 25.75%-9.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $1,110 | $4,207-73.6% | $3,722-70.2% | $4,837-77.1% |
| Participant deferral / active EE | $7,873 | $5,255+49.8% | $4,653+69.2% | $6,341+24.1% |
| Admin fee / account holder | $1,010 | $7,970-87.3% | $6,752-85.0% | $12,309-91.8% |