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 | $127,544 | $202,318-37.0% | $172,739-26.2% | $152,861-16.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 12.52% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,568 | $5,856-73.2% | $5,143-69.5% | $4,762-67.1% |
| Participant deferral / active EE | $5,105 | $5,948-14.2% | $5,198-1.8% | $5,850-12.7% |
| Admin fee / account holder | $981 | $17,109-94.3% | $13,954-93.0% | $11,596-91.5% |