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 | $120,133 | $144,119-16.6% | $117,854+1.9% | $147,584-18.6% |
| Participation rate | 82.4% | 83.4%-1.1pp | 79.7%+2.7pp | 82.8%-0.5pp |
| Annual return | 18.12% | 531.15%-513.0pp | 335.08%-317.0pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,698 | $4,896-44.9% | $3,786-28.7% | $4,876-44.7% |
| Participant deferral / active EE | $6,417 | $5,316+20.7% | $4,482+43.2% | $5,439+18.0% |
| Admin fee / account holder | $1,135 | $10,886-89.6% | $8,020-85.9% | $10,885-89.6% |