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 | $84,800 | $228,332-62.9% | $185,823-54.4% | $158,922-46.6% |
| Participation rate | 95.2% | 82.3%+12.9pp | 78.0%+17.2pp | 82.0%+13.3pp |
| Annual return | 21.75% | 40.80%-19.1pp | 35.95%-14.2pp | 302.83%-281.1pp |
| Employer contribution / active EE | $4,000 | $4,967-19.5% | $4,087-2.1% | $4,761-16.0% |
| Participant deferral / active EE | $11,864 | $6,415+84.9% | $5,632+110.6% | $5,982+98.3% |
| Admin fee / account holder | $5,292 | $11,864-55.4% | $9,500-44.3% | $11,246-52.9% |