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 | $128,912 | $159,901-19.4% | $146,958-12.3% | $145,922-11.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.40% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,058 | $5,286-23.2% | $4,933-17.7% | $4,660-12.9% |
| Participant deferral / active EE | $8,102 | $8,428-3.9% | $8,070+0.4% | $6,688+21.2% |
| Admin fee / account holder | $1,164 | $15,044-92.3% | $12,998-91.0% | $13,397-91.3% |