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 | $87,143 | $114,047-23.6% | $96,139-9.4% | $167,490-48.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 9.34% | 189.88%-180.5pp | 191.94%-182.6pp | 478.56%-469.2pp |
| Employer contribution / active EE | $3,175 | $3,427-7.4% | $2,797+13.5% | $4,837-34.4% |
| Participant deferral / active EE | $9,075 | $5,194+74.7% | $4,349+108.7% | $6,341+43.1% |
| Admin fee / account holder | $4,281 | $6,897-37.9% | $5,537-22.7% | $12,309-65.2% |