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 | $132,760 | $202,318-34.4% | $172,739-23.1% | $152,861-13.1% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 15.74% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,492 | $5,856-57.4% | $5,143-51.5% | $4,762-47.7% |
| Participant deferral / active EE | $4,570 | $5,948-23.2% | $5,198-12.1% | $5,850-21.9% |
| Admin fee / account holder | $3,197 | $17,109-81.3% | $13,954-77.1% | $11,596-72.4% |