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 | $58,768 | $102,604-42.7% | $86,188-31.8% | $139,434-57.9% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.0%+1.6pp | 80.3%-9.7pp |
| Annual return | 19.73% | 1922.51%-1902.8pp | 1168.45%-1148.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,090 | $3,032-31.1% | $2,380-12.2% | $4,751-56.0% |
| Participant deferral / active EE | $2,892 | $4,676-38.2% | $3,985-27.4% | $6,710-56.9% |
| Admin fee / account holder | $369 | $8,657-95.7% | $6,852-94.6% | $11,403-96.8% |