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 | $85,121 | $227,553-62.6% | $189,557-55.1% | $167,490-49.2% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.4%+0.1pp | 82.1%-3.5pp |
| Annual return | 71.11% | 78.40%-7.3pp | 64.17%+6.9pp | 478.56%-407.5pp |
| Employer contribution / active EE | $2,420 | $5,316-54.5% | $4,412-45.1% | $4,837-50.0% |
| Participant deferral / active EE | $3,215 | $7,002-54.1% | $6,174-47.9% | $6,341-49.3% |
| Admin fee / account holder | $1,121 | $11,878-90.6% | $9,807-88.6% | $12,309-90.9% |