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 | $58,507 | $183,519-68.1% | $155,509-62.4% | $145,922-59.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.26% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,404 | $5,313-73.6% | $4,672-69.9% | $4,660-69.9% |
| Participant deferral / active EE | $5,544 | $6,462-14.2% | $5,626-1.5% | $6,688-17.1% |
| Admin fee / account holder | $23,213 | $19,313+20.2% | $15,912+45.9% | $13,397+73.3% |