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 | $75,304 | $102,604-26.6% | $86,188-12.6% | $139,434-46.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 15.64% | 1922.51%-1906.9pp | 1168.45%-1152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,002 | $3,032-67.0% | $2,380-57.9% | $4,751-78.9% |
| Participant deferral / active EE | $4,416 | $4,676-5.5% | $3,985+10.8% | $6,710-34.2% |
| Admin fee / account holder | $1,477 | $8,657-82.9% | $6,852-78.4% | $11,403-87.0% |