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 | $121,652 | $144,119-15.6% | $117,854+3.2% | $147,584-17.6% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 20.18% | 531.15%-511.0pp | 335.08%-314.9pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,922 | $4,896-60.8% | $3,786-49.2% | $4,876-60.6% |
| Participant deferral / active EE | $5,735 | $5,316+7.9% | $4,482+28.0% | $5,439+5.4% |
| Admin fee / account holder | $952 | $10,886-91.3% | $8,020-88.1% | $10,885-91.3% |