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 | $94,238 | $100,852-6.6% | $90,404+4.2% | $158,922-40.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 7.50% | 1724.20%-1716.7pp | 1293.02%-1285.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,678 | $3,689-0.3% | $3,262+12.8% | $4,761-22.7% |
| Participant deferral / active EE | $5,665 | $4,348+30.3% | $3,963+42.9% | $5,982-5.3% |
| Admin fee / account holder | $3,685 | $6,501-43.3% | $5,611-34.3% | $11,246-67.2% |