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 | $115,121 | $180,749-36.3% | $160,784-28.4% | $137,256-16.1% |
| Participation rate | 78.3% | 80.0%-1.7pp | 77.0%+1.3pp | 80.0%-1.7pp |
| Annual return | 15.23% | 2234.46%-2219.2pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,355 | $4,155-67.4% | $3,733-63.7% | $4,156-67.4% |
| Participant deferral / active EE | $3,301 | $6,844-51.8% | $6,293-47.6% | $6,407-48.5% |
| Admin fee / account holder | $4,510 | $10,397-56.6% | $9,717-53.6% | $12,270-63.2% |