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 | $26,758 | $104,486-74.4% | $76,817-65.2% | $152,861-82.5% |
| Participation rate | 85.0% | 76.6%+8.4pp | 72.1%+12.9pp | 82.4%+2.6pp |
| Annual return | 54.29% | 1013.37%-959.1pp | 1166.11%-1111.8pp | 345.32%-291.0pp |
| Employer contribution / active EE | $2,719 | $3,116-12.7% | $2,302+18.1% | $4,762-42.9% |
| Participant deferral / active EE | $6,214 | $4,236+46.7% | $3,336+86.3% | $5,850+6.2% |
| Admin fee / account holder | $5,578 | $12,275-54.6% | $6,420-13.1% | $11,596-51.9% |