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 | $86,614 | $177,572-51.2% | $154,803-44.0% | $142,382-39.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,381 | $4,810+11.9% | $4,305+25.0% | $4,299+25.2% |
| Participant deferral / active EE | $4,497 | $6,272-28.3% | $5,540-18.8% | $6,507-30.9% |
| Admin fee / account holder | $5,014 | $16,786-70.1% | $14,329-65.0% | $12,624-60.3% |