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 | $119,289 | $232,540-48.7% | $185,117-35.6% | $147,584-19.2% |
| Participation rate | 81.3% | 82.4%-1.1pp | 77.3%+4.0pp | 82.8%-1.6pp |
| Annual return | 13.22% | 43.03%-29.8pp | 40.50%-27.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,149 | $5,195-39.4% | $4,182-24.7% | $4,876-35.4% |
| Participant deferral / active EE | $7,769 | $5,834+33.2% | $5,045+54.0% | $5,439+42.8% |
| Admin fee / account holder | $6,615 | $10,275-35.6% | $8,159-18.9% | $10,885-39.2% |