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 | $109,046 | $228,332-52.2% | $185,823-41.3% | $158,922-31.4% |
| Participation rate | 82.6% | 82.3%+0.3pp | 78.0%+4.6pp | 82.0%+0.7pp |
| Annual return | 8.83% | 40.80%-32.0pp | 35.95%-27.1pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,620 | $4,967-47.3% | $4,087-35.9% | $4,761-45.0% |
| Participant deferral / active EE | $8,040 | $6,415+25.3% | $5,632+42.7% | $5,982+34.4% |
| Admin fee / account holder | $10,785 | $11,864-9.1% | $9,500+13.5% | $11,246-4.1% |