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 | $88,964 | $183,519-51.5% | $155,509-42.8% | $145,922-39.0% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.1pp |
| Annual return | 9.22% | 61.17%-51.9pp | 64.67%-55.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $6,665 | $5,313+25.5% | $4,672+42.6% | $4,660+43.0% |
| Participant deferral / active EE | $4,920 | $6,462-23.9% | $5,626-12.5% | $6,688-26.4% |
| Admin fee / account holder | $1,085 | $19,313-94.4% | $15,912-93.2% | $13,397-91.9% |