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 | $92,133 | $165,912-44.5% | $122,332-24.7% | $147,584-37.6% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 20.58% | 34.55%-14.0pp | 30.27%-9.7pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,042 | $5,754-81.9% | $4,050-74.3% | $4,876-78.6% |
| Participant deferral / active EE | $2,083 | $4,005-48.0% | $3,287-36.6% | $5,439-61.7% |
| Admin fee / account holder | $4,611 | $7,424-37.9% | $5,478-15.8% | $10,885-57.6% |