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 | $97,254 | $183,963-47.1% | $162,163-40.0% | $152,861-36.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 23.61% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,731 | $6,371-57.1% | $5,614-51.4% | $4,762-42.7% |
| Participant deferral / active EE | $4,414 | $8,034-45.1% | $7,298-39.5% | $5,850-24.5% |
| Admin fee / account holder | $1,689 | $13,121-87.1% | $10,843-84.4% | $11,596-85.4% |