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 | $120,187 | $148,534-19.1% | $135,903-11.6% | $139,434-13.8% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 14.38% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,211 | $5,243-19.7% | $4,856-13.3% | $4,751-11.4% |
| Participant deferral / active EE | $3,801 | $8,100-53.1% | $7,758-51.0% | $6,710-43.4% |
| Admin fee / account holder | $13,962 | $12,400+12.6% | $10,762+29.7% | $11,403+22.5% |