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 | $85,572 | $148,534-42.4% | $135,903-37.0% | $139,434-38.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.68% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,900 | $5,243-44.7% | $4,856-40.3% | $4,751-39.0% |
| Participant deferral / active EE | $5,923 | $8,100-26.9% | $7,758-23.6% | $6,710-11.7% |
| Admin fee / account holder | $5,271 | $12,400-57.5% | $10,762-51.0% | $11,403-53.8% |