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 | $121,518 | $202,432-40.0% | $169,368-28.3% | $139,434-12.8% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 23.17% | 531.74%-508.6pp | 405.60%-382.4pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,396 | $4,692-48.9% | $4,013-40.3% | $4,751-49.6% |
| Participant deferral / active EE | $3,135 | $6,938-54.8% | $6,221-49.6% | $6,710-53.3% |
| Admin fee / account holder | $4,055 | $10,708-62.1% | $9,003-55.0% | $11,403-64.4% |