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 | $108,427 | $183,592-40.9% | $155,567-30.3% | $145,959-25.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 13.68% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,923 | $5,315-63.8% | $4,674-58.9% | $4,661-58.7% |
| Participant deferral / active EE | $4,236 | $6,464-34.5% | $5,628-24.7% | $6,689-36.7% |
| Admin fee / account holder | $32,500 | $19,318+68.2% | $15,916+104.2% | $13,398+142.6% |