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 | $78,683 | $162,781-51.7% | $133,956-41.3% | $158,922-50.5% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 18.35% | 41.94%-23.6pp | 45.09%-26.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $5,788 | $4,975+16.3% | $3,919+47.7% | $4,761+21.6% |
| Participant deferral / active EE | $16,036 | $5,911+171.3% | $5,048+217.7% | $5,982+168.1% |
| Admin fee / account holder | $8,979 | $11,736-23.5% | $8,927+0.6% | $11,246-20.2% |