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 | $15,678 | $84,695-81.5% | $73,843-78.8% | $125,391-87.5% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 0.38% | 3123.53%-3123.1pp | 2267.84%-2267.5pp | 282.22%-281.8pp |
| Employer contribution / active EE | $2,981 | $3,123-4.6% | $2,787+6.9% | $4,866-38.7% |
| Participant deferral / active EE | $4,604 | $3,992+15.3% | $3,583+28.5% | $5,352-14.0% |
| Admin fee / account holder | $5,868 | $5,691+3.1% | $4,880+20.2% | $9,540-38.5% |