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 | $75,158 | $159,602-52.9% | $150,045-49.9% | $142,382-47.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 17.46% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,554 | $4,961+32.1% | $4,693+39.6% | $4,299+52.4% |
| Participant deferral / active EE | $5,922 | $8,310-28.7% | $7,997-25.9% | $6,507-9.0% |
| Admin fee / account holder | $748 | $14,846-95.0% | $13,435-94.4% | $12,624-94.1% |