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 | $66,278 | $198,466-66.6% | $170,442-61.1% | $147,584-55.1% |
| Participation rate | 84.2% | 88.0%-3.8pp | 83.6%+0.6pp | 82.8%+1.4pp |
| Annual return | 14.09% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $5,514 | $6,184-10.8% | $5,433+1.5% | $4,876+13.1% |
| Participant deferral / active EE | $2,552 | $5,629-54.7% | $4,939-48.3% | $5,439-53.1% |
| Admin fee / account holder | $4,495 | $16,852-73.3% | $13,880-67.6% | $10,885-58.7% |