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 | $36,931 | $81,632-54.8% | $70,449-47.6% | $158,922-76.8% |
| Participation rate | 82.6% | 77.7%+4.9pp | 75.1%+7.6pp | 82.0%+0.7pp |
| Annual return | 20.51% | 208.40%-187.9pp | 109.03%-88.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,217 | $3,2170% | $2,737+17.5% | $4,761-32.4% |
| Participant deferral / active EE | $5,543 | $4,554+21.7% | $3,709+49.5% | $5,982-7.3% |
| Admin fee / account holder | $1,540 | $6,193-75.1% | $3,845-60.0% | $11,246-86.3% |