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 | $65,564 | $165,984-60.5% | $164,813-60.2% | $145,922-55.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 99.14% | 100.03%-0.9pp | 69.93%+29.2pp | 561.29%-462.1pp |
| Employer contribution / active EE | $1,756 | $5,273-66.7% | $4,341-59.5% | $4,660-62.3% |
| Participant deferral / active EE | $4,466 | $6,959-35.8% | $6,031-26.0% | $6,688-33.2% |
| Admin fee / account holder | $4,340 | $16,648-73.9% | $12,690-65.8% | $13,397-67.6% |