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 | $145,734 | $183,963-20.8% | $162,163-10.1% | $152,861-4.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 20.16% | 150.76%-130.6pp | 115.59%-95.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,216 | $6,371-65.2% | $5,614-60.5% | $4,762-53.5% |
| Participant deferral / active EE | $5,200 | $8,034-35.3% | $7,298-28.8% | $5,850-11.1% |
| Admin fee / account holder | $42,529 | $13,121+224.1% | $10,843+292.2% | $11,596+266.7% |