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 | $151,195 | $226,064-33.1% | $182,532-17.2% | $152,861-1.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 19.38% | 192.51%-173.1pp | 148.54%-129.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,714 | $4,978-45.5% | $4,076-33.4% | $4,762-43.0% |
| Participant deferral / active EE | $3,157 | $6,368-50.4% | $5,524-42.8% | $5,850-46.0% |
| Admin fee / account holder | $7,128 | $10,703-33.4% | $8,592-17.0% | $11,596-38.5% |