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 | $125,535 | $156,846-20.0% | $121,098+3.7% | $139,434-10.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 24.08% | 1474.56%-1450.5pp | 985.75%-961.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $3,479 | $5,536-37.2% | $4,164-16.5% | $4,751-26.8% |
| Participant deferral / active EE | $6,735 | $4,844+39.0% | $4,080+65.1% | $6,710+0.4% |
| Admin fee / account holder | $933 | $6,946-86.6% | $5,644-83.5% | $11,403-91.8% |