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 | $76,475 | $81,625-6.3% | $58,482+30.8% | $139,434-45.2% |
| Participation rate | 76.5% | 61.3%+15.1pp | 50.9%+25.6pp | 80.3%-3.8pp |
| Annual return | 12.70% | 7404.20%-7391.5pp | 4239.32%-4226.6pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,592 | $1,398+156.9% | $1,053+241.0% | $4,751-24.4% |
| Participant deferral / active EE | $5,580 | $2,557+118.2% | $1,924+190.0% | $6,710-16.8% |
| Admin fee / account holder | $5,421 | $3,265+66.0% | $2,516+115.4% | $11,403-52.5% |