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 | $111,693 | $214,378-47.9% | $200,582-44.3% | $142,382-21.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 13.59% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,346 | $6,841-36.5% | $6,419-32.3% | $4,299+1.1% |
| Participant deferral / active EE | $8,241 | $9,865-16.5% | $9,331-11.7% | $6,507+26.6% |
| Admin fee / account holder | $1,405 | $17,692-92.1% | $16,305-91.4% | $12,624-88.9% |