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 | $71,671 | $96,305-25.6% | $80,569-11.0% | $139,434-48.6% |
| Participation rate | 95.7% | 73.6%+22.0pp | 67.0%+28.7pp | 80.3%+15.3pp |
| Annual return | 17.08% | 1350.08%-1333.0pp | 935.43%-918.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,119 | $3,262-4.4% | $2,723+14.5% | $4,751-34.3% |
| Participant deferral / active EE | $7,013 | $5,232+34.0% | $4,447+57.7% | $6,710+4.5% |
| Admin fee / account holder | $3,122 | $6,599-52.7% | $5,377-41.9% | $11,403-72.6% |