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 | $79,300 | $109,817-27.8% | $98,442-19.4% | $167,490-52.7% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 14.19% | 1956.69%-1942.5pp | 1492.73%-1478.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $3,517 | $3,224+9.1% | $2,960+18.8% | $4,837-27.3% |
| Participant deferral / active EE | $6,318 | $4,673+35.2% | $4,276+47.8% | $6,341-0.4% |
| Admin fee / account holder | $1,803 | $6,753-73.3% | $5,949-69.7% | $12,309-85.4% |