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 | $110,820 | $226,064-51.0% | $182,532-39.3% | $152,861-27.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 17.50% | 192.51%-175.0pp | 148.54%-131.0pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,026 | $4,978-59.3% | $4,076-50.3% | $4,762-57.5% |
| Participant deferral / active EE | $2,297 | $6,368-63.9% | $5,524-58.4% | $5,850-60.7% |
| Admin fee / account holder | $8,624 | $10,703-19.4% | $8,592+0.4% | $11,596-25.6% |