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 | $64,189 | $217,402-70.5% | $185,823-65.5% | $167,490-61.7% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 10.69% | 148.36%-137.7pp | 122.05%-111.4pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,229 | $5,873-79.1% | $5,167-76.2% | $4,837-74.6% |
| Participant deferral / active EE | $3,942 | $6,356-38.0% | $5,568-29.2% | $6,341-37.8% |
| Admin fee / account holder | $976 | $19,811-95.1% | $16,237-94.0% | $12,309-92.1% |