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 | $118,002 | $165,912-28.9% | $122,332-3.5% | $147,584-20.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 16.89% | 34.55%-17.7pp | 30.27%-13.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $4,003 | $5,754-30.4% | $4,050-1.2% | $4,876-17.9% |
| Participant deferral / active EE | $5,253 | $4,005+31.1% | $3,287+59.8% | $5,439-3.4% |
| Admin fee / account holder | $3,438 | $7,424-53.7% | $5,478-37.2% | $10,885-68.4% |