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 | $118,966 | $159,901-25.6% | $146,958-19.0% | $145,922-18.5% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 15.59% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,239 | $5,286-19.8% | $4,933-14.1% | $4,660-9.0% |
| Participant deferral / active EE | $15,574 | $8,428+84.8% | $8,070+93.0% | $6,688+132.9% |
| Admin fee / account holder | $3,112 | $15,044-79.3% | $12,998-76.1% | $13,397-76.8% |