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 | $66,413 | $99,020-32.9% | $86,590-23.3% | $147,584-55.0% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 27.92% | 1312.34%-1284.4pp | 964.84%-936.9pp | 578.55%-550.6pp |
| Employer contribution / active EE | $1,965 | $3,132-37.3% | $2,839-30.8% | $4,876-59.7% |
| Participant deferral / active EE | $3,636 | $3,972-8.5% | $3,609+0.8% | $5,439-33.1% |
| Admin fee / account holder | $608 | $5,710-89.4% | $4,906-87.6% | $10,885-94.4% |