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 6-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 | $90,124 | $154,228-41.6% | $145,433-38.0% | $137,256-34.3% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 19.69% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $5,033 | $4,804+4.8% | $4,554+10.5% | $4,156+21.1% |
| Participant deferral / active EE | $10,959 | $8,216+33.4% | $7,897+38.8% | $6,407+71.1% |
| Admin fee / account holder | $358 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |