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 | $101,963 | $165,984-38.6% | $164,813-38.1% | $145,922-30.1% |
| Participation rate | 81.3% | 82.0%-0.8pp | 78.6%+2.6pp | 80.3%+1.0pp |
| Annual return | 12.65% | 100.03%-87.4pp | 69.93%-57.3pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,900 | $5,273-64.0% | $4,341-56.2% | $4,660-59.2% |
| Participant deferral / active EE | $4,632 | $6,959-33.4% | $6,031-23.2% | $6,688-30.7% |
| Admin fee / account holder | $2,484 | $16,648-85.1% | $12,690-80.4% | $13,397-81.5% |