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 | $25,554 | $176,056-85.5% | $159,436-84.0% | $167,490-84.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 13.76% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $4,637 | $5,297-12.5% | $4,829-4.0% | $4,837-4.2% |
| Participant deferral / active EE | $8,188 | $7,750+5.6% | $7,352+11.4% | $6,341+29.1% |
| Admin fee / account holder | $1,549 | $12,554-87.7% | $10,799-85.7% | $12,309-87.4% |