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 | $30,964 | $127,386-75.7% | $115,037-73.1% | $125,391-75.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 65.78% | 31.28%+34.5pp | 26.14%+39.6pp | 282.22%-216.4pp |
| Employer contribution / active EE | $4,639 | $5,166-10.2% | $4,608+0.7% | $4,866-4.7% |
| Participant deferral / active EE | $8,442 | $6,423+31.4% | $6,026+40.1% | $5,352+57.7% |
| Admin fee / account holder | $1,515 | $9,516-84.1% | $8,175-81.5% | $9,540-84.1% |