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 | $73,071 | $99,020-26.2% | $86,590-15.6% | $147,584-50.5% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 15.32% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,674 | $3,132-14.6% | $2,839-5.8% | $4,876-45.2% |
| Participant deferral / active EE | $7,580 | $3,972+90.8% | $3,609+110.0% | $5,439+39.4% |
| Admin fee / account holder | $24,342 | $5,710+326.3% | $4,906+396.2% | $10,885+123.6% |