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 | $42,684 | $159,901-73.3% | $146,958-71.0% | $145,922-70.7% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.5pp | 80.3%+2.3pp |
| Annual return | 13.17% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,725 | $5,286-48.5% | $4,933-44.8% | $4,660-41.5% |
| Participant deferral / active EE | $9,949 | $8,428+18.0% | $8,070+23.3% | $6,688+48.8% |
| Admin fee / account holder | $4,869 | $15,044-67.6% | $12,998-62.5% | $13,397-63.7% |