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 | $114,380 | $154,228-25.8% | $145,433-21.4% | $137,256-16.7% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 16.43% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,002 | $4,804+4.1% | $4,554+9.8% | $4,156+20.4% |
| Participant deferral / active EE | $11,260 | $8,216+37.0% | $7,897+42.6% | $6,407+75.8% |
| Admin fee / account holder | $482 | $14,344-96.6% | $13,129-96.3% | $12,270-96.1% |