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 | $65,620 | $159,901-59.0% | $146,958-55.3% | $145,922-55.0% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 17.38% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $7,159 | $5,286+35.4% | $4,933+45.1% | $4,660+53.6% |
| Participant deferral / active EE | $12,309 | $8,428+46.0% | $8,070+52.5% | $6,688+84.0% |
| Admin fee / account holder | $11,592 | $15,044-22.9% | $12,998-10.8% | $13,397-13.5% |