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 | $90,042 | $183,519-50.9% | $155,509-42.1% | $145,922-38.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 8.78% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $3,272 | $5,313-38.4% | $4,672-30.0% | $4,660-29.8% |
| Participant deferral / active EE | $5,618 | $6,462-13.1% | $5,626-0.1% | $6,688-16.0% |
| Admin fee / account holder | $7,964 | $19,313-58.8% | $15,912-49.9% | $13,397-40.6% |