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 | $80,423 | $115,882-30.6% | $100,516-20.0% | $158,922-49.4% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 97.34% | 34.79%+62.5pp | 30.89%+66.5pp | 302.83%-205.5pp |
| Employer contribution / active EE | $1,785 | $4,103-56.5% | $3,418-47.8% | $4,761-62.5% |
| Participant deferral / active EE | $5,158 | $6,674-22.7% | $6,270-17.7% | $5,982-13.8% |
| Admin fee / account holder | $1,166 | $10,995-89.4% | $8,081-85.6% | $11,246-89.6% |