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 | $97,936 | $156,846-37.6% | $121,098-19.1% | $139,434-29.8% |
| Participation rate | 76.9% | 76.4%+0.5pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 20.88% | 1474.56%-1453.7pp | 985.75%-964.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,647 | $5,536-34.1% | $4,164-12.4% | $4,751-23.2% |
| Participant deferral / active EE | $5,373 | $4,844+10.9% | $4,080+31.7% | $6,710-19.9% |
| Admin fee / account holder | $685 | $6,946-90.1% | $5,644-87.9% | $11,403-94.0% |