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 | $79,433 | $159,901-50.3% | $146,958-45.9% | $145,922-45.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.89% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,318 | $5,286+0.6% | $4,933+7.8% | $4,660+14.1% |
| Participant deferral / active EE | $8,115 | $8,428-3.7% | $8,070+0.6% | $6,688+21.3% |
| Admin fee / account holder | $15,763 | $15,044+4.8% | $12,998+21.3% | $13,397+17.7% |