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 | $113,551 | $183,963-38.3% | $162,163-30.0% | $152,861-25.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 18.04% | 150.76%-132.7pp | 115.59%-97.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $5,396 | $6,371-15.3% | $5,614-3.9% | $4,762+13.3% |
| Participant deferral / active EE | $3,676 | $8,034-54.2% | $7,298-49.6% | $5,850-37.2% |
| Admin fee / account holder | $642 | $13,121-95.1% | $10,843-94.1% | $11,596-94.5% |