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 | $92,489 | $198,466-53.4% | $170,442-45.7% | $147,584-37.3% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 22.91% | 257.29%-234.4pp | 205.93%-183.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $4,804 | $6,184-22.3% | $5,433-11.6% | $4,876-1.5% |
| Participant deferral / active EE | $2,963 | $5,629-47.4% | $4,939-40.0% | $5,439-45.5% |
| Admin fee / account holder | $1,050 | $16,852-93.8% | $13,880-92.4% | $10,885-90.4% |