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 | $120,048 | $171,865-30.1% | $149,718-19.8% | $147,584-18.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 13.88% | 2113.22%-2099.3pp | 1501.63%-1487.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $4,108 | $6,275-34.5% | $5,445-24.6% | $4,876-15.8% |
| Participant deferral / active EE | $10,174 | $7,271+39.9% | $6,569+54.9% | $5,439+87.1% |
| Admin fee / account holder | $10,004 | $13,799-27.5% | $11,283-11.3% | $10,885-8.1% |