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 | $131,251 | $226,064-41.9% | $182,532-28.1% | $152,861-14.1% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.0%+15.4pp | 82.4%+10.9pp |
| Annual return | 25.04% | 192.51%-167.5pp | 148.54%-123.5pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,188 | $4,978-56.1% | $4,076-46.3% | $4,762-54.1% |
| Participant deferral / active EE | $5,332 | $6,368-16.3% | $5,524-3.5% | $5,850-8.8% |
| Admin fee / account holder | $2,746 | $10,703-74.3% | $8,592-68.0% | $11,596-76.3% |