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 3-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 | $102,099 | $183,519-44.4% | $155,509-34.3% | $145,922-30.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 12.05% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,012 | $5,313-62.1% | $4,672-56.9% | $4,660-56.8% |
| Participant deferral / active EE | $5,373 | $6,462-16.9% | $5,626-4.5% | $6,688-19.7% |
| Admin fee / account holder | $800 | $19,313-95.9% | $15,912-95.0% | $13,397-94.0% |