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 | $64,907 | $88,710-26.8% | $81,783-20.6% | $145,959-55.5% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.4%+4.1pp | 80.3%-3.8pp |
| Annual return | 13.52% | 1027.26%-1013.7pp | 775.05%-761.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $3,471 | $3,083+12.6% | $2,913+19.2% | $4,661-25.5% |
| Participant deferral / active EE | $5,909 | $4,645+27.2% | $4,320+36.8% | $6,689-11.7% |
| Admin fee / account holder | $2,054 | $8,407-75.6% | $7,380-72.2% | $13,398-84.7% |