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 | $78,771 | $144,119-45.3% | $117,854-33.2% | $147,584-46.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 20.99% | 531.15%-510.2pp | 335.08%-314.1pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,634 | $4,896-46.2% | $3,786-30.4% | $4,876-46.0% |
| Participant deferral / active EE | $5,583 | $5,316+5.0% | $4,482+24.6% | $5,439+2.6% |
| Admin fee / account holder | $2,214 | $10,886-79.7% | $8,020-72.4% | $10,885-79.7% |