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 | $37,189 | $101,317-63.3% | $146,958-74.7% | $74,495-50.1% |
| Participation rate | 77.3% | 75.5%+1.8pp | 82.2%-4.8pp | 67.2%+10.1pp |
| Annual return | 17.25% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,294 | $3,810-13.5% | $4,933-33.2% | $2,623+25.6% |
| Participant deferral / active EE | $6,505 | $7,303-10.9% | $8,070-19.4% | $4,346+49.7% |
| Admin fee / account holder | $4,376 | $1,739+151.7% | $12,998-66.3% | $1,942+125.4% |