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 | $110,540 | $171,865-35.7% | $149,718-26.2% | $147,584-25.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 15.95% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $5,717 | $6,275-8.9% | $5,445+5.0% | $4,876+17.2% |
| Participant deferral / active EE | $12,826 | $7,271+76.4% | $6,569+95.3% | $5,439+135.8% |
| Admin fee / account holder | $2,512 | $13,799-81.8% | $11,283-77.7% | $10,885-76.9% |