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 | $126,005 | $171,865-26.7% | $149,718-15.8% | $147,584-14.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 11.08% | 2113.22%-2102.1pp | 1501.63%-1490.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $5,631 | $6,275-10.3% | $5,445+3.4% | $4,876+15.5% |
| Participant deferral / active EE | $5,413 | $7,271-25.6% | $6,569-17.6% | $5,439-0.5% |
| Admin fee / account holder | $1,807 | $13,799-86.9% | $11,283-84.0% | $10,885-83.4% |