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 | $104,037 | $111,724-6.9% | $93,606+11.1% | $145,922-28.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 11.44% | 202.98%-191.5pp | 133.20%-121.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,350 | $3,090-23.9% | $2,420-2.9% | $4,660-49.6% |
| Participant deferral / active EE | $3,253 | $4,912-33.8% | $4,411-26.3% | $6,688-51.4% |
| Admin fee / account holder | $2,370 | $10,250-76.9% | $8,285-71.4% | $13,397-82.3% |