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 | $101,236 | $177,572-43.0% | $154,803-34.6% | $142,382-28.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 17.08% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,153 | $4,810-76.0% | $4,305-73.2% | $4,299-73.2% |
| Participant deferral / active EE | $6,665 | $6,272+6.3% | $5,540+20.3% | $6,507+2.4% |
| Admin fee / account holder | $487 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |