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 | $130,928 | $159,901-18.1% | $146,958-10.9% | $145,922-10.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 20.38% | 98.13%-77.8pp | 418.34%-398.0pp | 561.29%-540.9pp |
| Employer contribution / active EE | $5,997 | $5,286+13.4% | $4,933+21.6% | $4,660+28.7% |
| Participant deferral / active EE | $14,848 | $8,428+76.2% | $8,070+84.0% | $6,688+122.0% |
| Admin fee / account holder | $9,891 | $15,044-34.3% | $12,998-23.9% | $13,397-26.2% |