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 | $83,582 | $214,378-61.0% | $200,582-58.3% | $142,382-41.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 108.30% | 46.41%+61.9pp | 42.33%+66.0pp | 217.08%-108.8pp |
| Employer contribution / active EE | $1,788 | $6,841-73.9% | $6,419-72.1% | $4,299-58.4% |
| Participant deferral / active EE | $6,600 | $9,865-33.1% | $9,331-29.3% | $6,507+1.4% |
| Admin fee / account holder | $6,639 | $17,692-62.5% | $16,305-59.3% | $12,624-47.4% |