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 | $126,670 | $111,535+13.6% | $105,223+20.4% | $137,256-7.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 23.04% | 237.85%-214.8pp | 180.65%-157.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,379 | $3,939-39.6% | $3,689-35.5% | $4,156-42.7% |
| Participant deferral / active EE | $5,357 | $5,500-2.6% | $5,072+5.6% | $6,407-16.4% |
| Admin fee / account holder | $1,938 | $9,721-80.1% | $8,859-78.1% | $12,270-84.2% |