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 | $79,944 | $133,922-40.3% | $116,228-31.2% | $142,382-43.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 10.96% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,291 | $3,446-4.5% | $2,994+9.9% | $4,299-23.4% |
| Participant deferral / active EE | $7,072 | $5,672+24.7% | $4,953+42.8% | $6,507+8.7% |
| Admin fee / account holder | $1,574 | $14,945-89.5% | $11,989-86.9% | $12,624-87.5% |