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 | $118,953 | $202,432-41.2% | $169,368-29.8% | $139,434-14.7% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 13.13% | 531.74%-518.6pp | 405.60%-392.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $3,137 | $4,692-33.2% | $4,013-21.8% | $4,751-34.0% |
| Participant deferral / active EE | $9,068 | $6,938+30.7% | $6,221+45.7% | $6,710+35.1% |
| Admin fee / account holder | $8,019 | $10,708-25.1% | $9,003-10.9% | $11,403-29.7% |