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 | $126,223 | $150,187-16.0% | $120,354+4.9% | $145,922-13.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 12.43% | 154.07%-141.6pp | 107.15%-94.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,665 | $4,348-15.7% | $3,463+5.8% | $4,660-21.3% |
| Participant deferral / active EE | $10,631 | $6,173+72.2% | $4,991+113.0% | $6,688+59.0% |
| Admin fee / account holder | $30,771 | $12,207+152.1% | $9,423+226.6% | $13,397+129.7% |