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 | $129,477 | $209,411-38.2% | $178,490-27.5% | $158,922-18.5% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 14.49% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,125 | $5,706-10.2% | $5,011+2.3% | $4,761+7.6% |
| Participant deferral / active EE | $3,377 | $5,954-43.3% | $5,202-35.1% | $5,982-43.5% |
| Admin fee / account holder | $4,458 | $17,074-73.9% | $13,984-68.1% | $11,246-60.4% |