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 | $138,178 | $209,411-34.0% | $178,490-22.6% | $158,922-13.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 18.20% | 188.75%-170.5pp | 151.07%-132.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,131 | $5,706-27.6% | $5,011-17.6% | $4,761-13.2% |
| Participant deferral / active EE | $5,033 | $5,954-15.5% | $5,202-3.2% | $5,982-15.9% |
| Admin fee / account holder | $5,180 | $17,074-69.7% | $13,984-63.0% | $11,246-53.9% |