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 | $109,497 | $148,534-26.3% | $135,903-19.4% | $139,434-21.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.94% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,600 | $5,243-31.3% | $4,856-25.9% | $4,751-24.2% |
| Participant deferral / active EE | $10,637 | $8,100+31.3% | $7,758+37.1% | $6,710+58.5% |
| Admin fee / account holder | $630 | $12,400-94.9% | $10,762-94.1% | $11,403-94.5% |