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 | $113,080 | $183,963-38.5% | $162,163-30.3% | $152,861-26.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 30.10% | 150.76%-120.7pp | 115.59%-85.5pp | 345.32%-315.2pp |
| Employer contribution / active EE | $6,098 | $6,371-4.3% | $5,614+8.6% | $4,762+28.0% |
| Participant deferral / active EE | $4,408 | $8,034-45.1% | $7,298-39.6% | $5,850-24.6% |
| Admin fee / account holder | $308 | $13,121-97.7% | $10,843-97.2% | $11,596-97.3% |