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 | $97,017 | $183,963-47.3% | $162,163-40.2% | $152,861-36.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 22.59% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,423 | $6,371-77.7% | $5,614-74.7% | $4,762-70.1% |
| Participant deferral / active EE | $3,000 | $8,034-62.7% | $7,298-58.9% | $5,850-48.7% |
| Admin fee / account holder | $4,716 | $13,121-64.1% | $10,843-56.5% | $11,596-59.3% |