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 | $159,602-28.3% | $150,045-23.8% | $142,382-19.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 16.43% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,002 | $4,961+0.8% | $4,693+6.6% | $4,299+16.3% |
| Participant deferral / active EE | $11,260 | $8,310+35.5% | $7,997+40.8% | $6,507+73.0% |
| Admin fee / account holder | $482 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |