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 | $73,365 | $148,534-50.6% | $135,903-46.0% | $139,434-47.4% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 32.31% | 79.19%-46.9pp | 68.23%-35.9pp | 372.94%-340.6pp |
| Employer contribution / active EE | $3,301 | $5,243-37.0% | $4,856-32.0% | $4,751-30.5% |
| Participant deferral / active EE | $6,804 | $8,100-16.0% | $7,758-12.3% | $6,710+1.4% |
| Admin fee / account holder | $12,210 | $12,400-1.5% | $10,762+13.5% | $11,403+7.1% |