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 | $108,132 | $148,534-27.2% | $135,903-20.4% | $139,434-22.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.75% | 79.19%-61.4pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $5,472 | $5,243+4.4% | $4,856+12.7% | $4,751+15.2% |
| Participant deferral / active EE | $11,323 | $8,100+39.8% | $7,758+46.0% | $6,710+68.7% |
| Admin fee / account holder | $666 | $12,400-94.6% | $10,762-93.8% | $11,403-94.2% |