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 | $104,919 | $100,773+4.1% | $88,946+18.0% | $142,382-26.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 18.35% | 70.18%-51.8pp | 57.82%-39.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $17,287 | $2,918+492.5% | $2,555+576.6% | $4,299+302.1% |
| Participant deferral / active EE | $7,480 | $5,230+43.0% | $4,581+63.3% | $6,507+14.9% |
| Admin fee / account holder | $460 | $9,693-95.3% | $8,261-94.4% | $12,624-96.4% |