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 | $54,598 | $100,852-45.9% | $90,404-39.6% | $158,922-65.6% |
| Participation rate | 78.3% | 75.0%+3.2pp | 72.7%+5.6pp | 82.0%-3.7pp |
| Annual return | 14.02% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,283 | $3,689-11.0% | $3,262+0.7% | $4,761-31.0% |
| Participant deferral / active EE | $4,520 | $4,348+4.0% | $3,963+14.0% | $5,982-24.4% |
| Admin fee / account holder | $5,228 | $6,501-19.6% | $5,611-6.8% | $11,246-53.5% |