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 | $87,968 | $152,587-42.3% | $125,175-29.7% | $152,861-42.5% |
| Participation rate | 87.0% | 83.3%+3.6pp | 79.8%+7.2pp | 82.4%+4.5pp |
| Annual return | 236.07% | 54.84%+181.2pp | 43.79%+192.3pp | 345.32%-109.2pp |
| Employer contribution / active EE | $3,221 | $4,946-34.9% | $3,865-16.7% | $4,762-32.4% |
| Participant deferral / active EE | $4,940 | $5,868-15.8% | $4,937+0.1% | $5,850-15.6% |
| Admin fee / account holder | $9,014 | $13,434-32.9% | $9,702-7.1% | $11,596-22.3% |