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 | $80,444 | $209,411-61.6% | $178,490-54.9% | $158,922-49.4% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 8.20% | 188.75%-180.6pp | 151.07%-142.9pp | 302.83%-294.6pp |
| Employer contribution / active EE | $4,919 | $5,706-13.8% | $5,011-1.8% | $4,761+3.3% |
| Participant deferral / active EE | $3,359 | $5,954-43.6% | $5,202-35.4% | $5,982-43.9% |
| Admin fee / account holder | $1,932 | $17,074-88.7% | $13,984-86.2% | $11,246-82.8% |