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 | $125,175 | $159,901-21.7% | $146,958-14.8% | $145,922-14.2% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,483 | $5,286-34.1% | $4,933-29.4% | $4,660-25.3% |
| Participant deferral / active EE | $13,281 | $8,428+57.6% | $8,070+64.6% | $6,688+98.6% |
| Admin fee / account holder | $3,730 | $15,044-75.2% | $12,998-71.3% | $13,397-72.2% |