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 | $91,395 | $99,020-7.7% | $86,590+5.5% | $147,584-38.1% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 11.31% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,150 | $3,132-63.3% | $2,839-59.5% | $4,876-76.4% |
| Participant deferral / active EE | $2,355 | $3,972-40.7% | $3,609-34.7% | $5,439-56.7% |
| Admin fee / account holder | $2,015 | $5,710-64.7% | $4,906-58.9% | $10,885-81.5% |