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 | $81,530 | $157,256-48.2% | $141,162-42.2% | $152,861-46.7% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 20.10% | 64.32%-44.2pp | 71.39%-51.3pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,950 | $5,261-24.9% | $4,735-16.6% | $4,762-17.1% |
| Participant deferral / active EE | $6,864 | $7,109-3.5% | $6,709+2.3% | $5,850+17.3% |
| Admin fee / account holder | $11,550 | $12,120-4.7% | $10,261+12.6% | $11,596-0.4% |