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 | $129,053 | $159,602-19.1% | $150,045-14.0% | $142,382-9.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 19.96% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,970 | $4,961+0.2% | $4,693+5.9% | $4,299+15.6% |
| Participant deferral / active EE | $9,971 | $8,310+20.0% | $7,997+24.7% | $6,507+53.2% |
| Admin fee / account holder | $1,803 | $14,846-87.9% | $13,435-86.6% | $12,624-85.7% |