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 6-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 | $122,766 | $183,519-33.1% | $155,509-21.1% | $145,922-15.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.83% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,928 | $5,313-63.7% | $4,672-58.7% | $4,660-58.6% |
| Participant deferral / active EE | $6,652 | $6,462+2.9% | $5,626+18.2% | $6,688-0.5% |
| Admin fee / account holder | $5,008 | $19,313-74.1% | $15,912-68.5% | $13,397-62.6% |