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 | $88,986 | $159,602-44.2% | $150,045-40.7% | $142,382-37.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.74% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,869 | $4,961-62.3% | $4,693-60.2% | $4,299-56.5% |
| Participant deferral / active EE | $5,605 | $8,310-32.6% | $7,997-29.9% | $6,507-13.9% |
| Admin fee / account holder | $519 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |